Member Info for degsie

Frank.
Absolutely agree. Only an idiot would announce he is thinking ofselling 10m shares .

A very helpful post!!!!

I have persisted in trying to establish value of JVs. In the annual report for 2015 there was a value of £15.4m attributed to KDNC's share of Yangibana and £101.8m to JV in Sonora plus shares in BCN.

Updated valuation. Our updated risked NAV SotP valuation for EMH is 104p/sh fully-diluted,
up from our previous risked NAV estimate of 80p/sh. This assumes that EMH proceeds with
the lithium hydroxide scenario. EMH is currently trading at a P/NAV 0.72x based on our
highly conservative estimates including 0.5x NAV risk discount and inflated capex.

Updated valuation. Our updated risked NAV SotP valuation for EMH is 104p/sh fully-diluted,
up from our previous risked NAV estimate of 80p/sh. This assumes that EMH proceeds with
the lithium hydroxide scenario. EMH is currently trading at a P/NAV 0.72x based on our
highly conservative estimates including 0.5x NAV risk discount and inflated capex

Alba’s Amitsoq Graphite Project in Greenland has the highest average graphite grades of any project in the world.
#AmitsoqGraphite #EV #HighGrade #Graphite #Greenland

https://twitter.com/AlbaMinerals/status/1352541344770760705?s=19

HAS increase of 9% in market cap to £150m and extensions to orebody at Yangibana.

https://twitter.com/search?q=%23KDNC&src=hash

Not that I am aware of anymore. The latest presentation below shows its latest investments. hxxps://www.cadenceminerals.com/wp-content/uploads/2021/01/Corporate-Presentation-KDNC-JAN-2021-PUBLIC-1.pdf Everyone always mentions EMH saying we have a 13% stake (21,044,219 * £0.78)= £16.4M but we also have a 30% stake JV in Yangibana rare earths project (due to start construction in Q2) with Hastings Technology Metals. There share price has doubled during the course of last year and currently has a market cap of around 250M AUD (140M GBP) We are also a 30% JV partner with Bacanora Lithium on the Sonora Lithium project in Mexico. Bacanora's share price has more then tripled from 20p to 60p last year and is also valued at 140M GBP. So I can't figure out why our market cap is a paltry £26M especially as the company seems to think that the Amapa Iron ore project in Brazil is there jewel in the crown

Glasir.
I copid from email I received.

I have received reply from Albq to email asking about RNS as follows:
We have checked with management in respect of the statement:
a gold concentrate was produced, grading 20.7 grams per tonne.
They also pointed out that the key take-aways from the RNS were that the third party test work has validated the Company's process flow sheet by proving that a gold concentrate can be produced with good gold recoveries. It will only be possible to ascertain representative grades once a much larger volume of material has been extracted and processed.

Obs. Are you able to place a value on JVs?

Request.
Has anybody any idea of values of JVs?????

https://www.youtube.com/watch?v=6dmXf5GkR-0
Starts at about 9 minutes

Observer842. Please use your analytical skills to suggest values for JVs. I think they cooud be a big layer of icing on cake.

Observer842. Please use your analytical skills to suggest values for JVs. I think they coold be a big layer of icing on cake.

W H Ireland valued KDBC's interest in Sonora at £21m unrisked in their report issued in September 2019

Sonora. KDNC has 30% of part of Sonora the balance of which is owned by Sonora Lithium whose shareholders are BCN 50% and Ganfeng 50% BCN also has 44% of Zinnwald Lithium. BCN has market cap of £142m. Ganfeng paid £30m for 50% Sonora Lithium. Value of 30% owned by Kadence ????
I agree with Bannor Ganfeng is the obvious buyer.

'info@albamineralresources.com'
It is on website.

I emailed GF on Friday evening asking him to clarify RNS.