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you can calculate this very easily.
Cadence has around 150m shares outstanding.
Amapa project (27%) worth well over £150m to Cadence £1+ per share incoming once deal is done.
Thinking another way, chance of deal completion in your opinion e.g for me 90%+ x £1 = todays fair value of Amapa project In my opinon is 90p/share excluding all other assets which are worth much more than 10p a share.
At 60p a share you're only giving a <50% chance of completion + 10p of other asset values.
At 30p you're at about 20% chance. My conclusion is the market is massively undervaluing the chance of deal going through (not the value of amapa).
Once we have Amapa producing cash to Cadence and an increased market cap, the other assets become more valuable as we are able to fund them to production more easily. This could unlock more value and has the potential to lead to the £2+ per share and beyond within the next 3 years or so.
Far below the true probability in my estimation.
That's what i am here for.
good but l still like 60p g/l
od dropping off at the same port as u’s last shipment... zhenjiang...
Round 3 of the dance off... music maestro
Big Brig taking the lead role..
Brig leading her by the hand .. Throwing her around a bit!!
Start up those wheelbarrows!!!
MZ locked and loading!!! Lock in those numbers!!!
Come on KM do the paperwork...
lithium has had a puncture on his Ferrari he ust cannot get there in time
Normal working day in Brazil so it’s change over day…. Still no AIS
Is Mr T leaving us already ??
Is that MV heading our way
Todays dancing couple is …….. Marvin V wearing a very natty two tone body suit
With a dusky double hooped neckline.
Her partner is Big Brig wearing a slightly tight black number with tyre effect hoops around the midriff.
Music will be https://www.youtube.com/watch?v=zQgOoiNndyU
(Note to self…. Take pills, Get out more)
Change of partner.... Marlin V... I hadn't heard it through the grapevine... :0)
labels are back on... mv and u are both waiting at the anchorage... who’s going where when...
MV is up next 1st Jun (tomorrow)
U is in on 5th June
Both Pier 1
Pier 1 Line-up
TRAMONTANA 28/05/2021 SPC
MARLIN V 01/06/2021 IRON ORE
ULTIMAX 05/06/2021 WOODCHIPS
FORESTAL GAIA 12/06/2021 WOODCHIPS
BERGE GALDHOPIGGEN 18/06/2021SOYA
UNAMGEN 22/06/2021 IRON ORE
DEV 26/06/2021 IRON ORE
DEV 30/06/2021 IRON ORE
Pier 2
DEV 05/06/2021 IRON ORE
DEV 15/06/2021 IRON ORE
I suspect if pier 2 on the 5th was going ahead we'd have a name by now.
Unless of course it's already waiting but not updated at the port yet.
e.g:
https://www.marinetraffic.com/en/ais/details/ships/shipid:714265/mmsi:538005156/imo:9679385/vessel:HTC_DELTA
Schedule update... the dates have been shifted:
TRAMONTANA not leaving until the 3rd now so looks to be taking longer than expected Marlin V is still straight after.
Our Pier 2 ship also now showing the 7th June, so possible that it is still going ahead (as it hasn't been removed).
Pier 1
TRAMONTANA 28/05/2021 SPC
MARLIN V 03/06/2021 IRON ORE
ULTIMAX 07/06/2021 WOODCHIPS
FORESTAL GAIA 13/06/2021 WOODCHIPS
BERGE GALDHOPIGGEN 19/06/2021 SOYA
UNAMGEN 23/06/2021 IRON ORE
DEV 27/06/2021 IRON ORE
DEV 01/07/2021 IRON ORE
DEV 09/07/2021 IRON ORE
DEV 02/08/2021 IRON ORE
DEV 12/08/2021 IRON ORE
Pier 2
DEV 07/06/2021 IRON ORE
DEV 18/06/2021 IRON ORE
DEV 15/07/2021 IRON ORE
Now that's what I call upscaling !!
any ideas who covers additional shipping costs if scheduling changes like this ?
great to actually see that schedule in full... with all 9 of our planned slots... ty ev... (ob... you’re fired... lol)... tomorrow’s rns should be an interesting update...
Evbull, care to share a link to that scheduling info?
I think it might disappear if shared so i'm not going to.
Reminds me of what BT told me when i complained about my internet speed apparently it was slow "because you use it, if you didn't use it it would be much faster, using it slows it down"
Be grateful for what has been shared on here by myself and several others :-)
@reds_utd clearly is https://twitter.com/reds_utd
I hope all of the kdnc holders are rewarded in the next few days / weeks as this all comes together. Good luck all of you and buckle your seatbelts.
Fair does, thanks for sharing what you have
anyone like the look of beatrice for our first shipment from pier 2... or maybe ruddy is more your type...