Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
NPV of $228m gross for Phase 1, gives $68m (£50.8m) net to Greatland or 1.29p/share. Its phase one only but 1.29p per share in NPV for Greatland looks pretty grim.
Hannam analyst values GGP stake in Havieron to $1.28bn in its latest report, putting a 100% NPV value of $4.26bn. Lets see what Newcrest will say tonight.
What are the expectations in terms of NPV in the upcoming PFS?
This isnt going down well
Main shareholder keeps selling
https://investegate.co.uk/pantheon-resources--panr-/rns/tr-1--notification-of-major-holdings/202109281723562828N/
HBR have hedged 85% of gas production for 2021 and 2022, so looks like they are missing the party.
Harbour gas hedge is expensive as hell "At today’s gas price their hedges are costing them $5.8m/day."
https://twitter.com/OilGasTracker/status/1437734933590589442
I think this is typical PR stunt by Neptune, they are most likely going to IPO on LSE and the closest peer by a mile will be HBR. Therefore, its important to increase the valuation of HBR so Neptune can get a better valuation in the IPO. Genel used the same tactics when they IPO back in the days, said they would buy DNO.
"blip" they are losing 50% of the production and from what I can hear on the call there are no real solution.
That exit rate is a bit of a disaster consider that we was producing over 2700 boepd only a few months back.
Sprott latest equity research piece on PGM assumed AISC of $1134 for 2021, now the company is saying $1600-1750 for Q4, thest best quester. This cost guidance looks like a cluster**** to me. I doubt the Canadian will like this when the stock open over there in the afternoon.
What is the flow rate expectations for this well?
Looks like a great contract for Mpac
Warming up for placing later in the year
"Pantheon's objective is to complete a farmout or funding in Q4 in order to provide sufficient capital for future drilling, testing and working capital."
Wyld opened 25% below the ipo price
Its a fairly small company based on your links. I guess the market was hoping for a distribution agreement with a large cap med-tech company.
Didnt CF talk about dividend in his last investor call? I cant see anything in todays final result or outlook for dividend
Are there any estimates what the spin-off is worth?
The stock is looking cheap after the fall
https://twitter.com/OilGasTracker/status/1402177596113178624
Quant,
It shouldnt be ignored but it was an auction trade resulted from the MSCI effective date. Lots of funds tracking MSCI had to buy ARB because they need to follow the index weight. The stock keep doing well today as the seller in the auction was mainly market makers who is now buying the stock in the market to get a flat book.