Member Info for AIMtodeath

So $400m NPV Post Tax min, so double the NPV of these guys.

Every $100 in selling price is another $65m circ to Pre Tax NPV, so add another $200m to pre Tax NPV

Yep - Robust economics based on current sales assumptions, weighted average basket price reduced to a US$1,515 per tonne.

https://www.wkt.com.au/wp-content/uploads/2019/03/190307_Updated-DFS-Confirms-Standout-Graphite-Project.pdf

24yr project for just $197m NPV! Not as great as they blurt about it....

ACP will return $292m NPV in 15 yrs, so if they can get financed so will we! Of course we don't know the price they are using, but totoal output compared to total revenue suggest $1500, so nearly 40% higher than we have used....

Little taken on board for Brazlian currency currently 48% better off for us (5.2). Every 10% from the 3.5 used is $50m added to NPV so currently on the calculator add another $290m. Went as high as 5.8, but long term it could go back to 4

BMO must be talking out their £$%Q£$%....... We have already raised $25 so that would take it to $530m, no way they need that much. They don't even account for offtake financing either!

They also pushed up the Capex because they were moving to better quality EU production machinery 'rotary kiln' etc. The product will be sold into EU and needs to be top quality, chinese not reowned for quality control....

Believe they are raising extra to speed through Vermehlo themselves, take a bigger slice of the value than give half away for funding the DFS etc.

haha

Courtesy of our resident seller. Barmy so close to licence they don't care.

Sorry correction, mainly yes but some AIM shares are SETS traded. AIM mainly SETSx.

In auction for those with access on AIM.

Lvl 1 will show you MM sat on the bid and ASK, on AIM there are only MMs, on SETs traded LVL2 will show you the depth of DMA orders sat behind the front BID and ASK. RSP shows you the actual shares on offer for a quote and hte price htey will engage the qty they have set as a maximum at that price. RSP more helpful in non SETs as only way to see depth, because LVL 1 is a lie often enough. Could be 4-1 but you could have 10 times hte shares for sale on ASk than willing to buy on BID even though it is showing 4-1. Only caveat is that the MMs are duty bound to trade at bid/ASK if they are sat there, size is the market size for that share.

Damn fine price that! There was only a few MMs offering above 4.6p at that time.

SCAP feeling generous.......

Buyer soaking up sell liquidity buy doesn't want to burst the ASK..... Selling is helping the buyer.

Level 1 means diddly....

That is peanuts for you Notready.....open those pockets....

You cannot short HZM shares though, they are not available for borrow.

Thats a well researched jump into the stock with conviction or heard something....