Member Info for degsie

bidnolid. Read the RNS again

Spadger 42 totally agree with you; the assets are still there.BCN has a NPV of $1.25billion and that is a discounted figure for Sonora. only, EMH has NPV of $540m based on lithium price of $10000/t. In addition AOU,CLY and MMS- A$60m invested in iron ore- could be winners plus San Luis and JVs. KM said in webinar that KDNC's share of BCN and EMH was worth $130m..

BRR are awaiting consent to release.

I'd like to listen again . Puzzled as to why KM undermined price of BCN, He did state that NPV of BCN is $1,25b and BCN and EMH are worth $130m to KDNC. He spoke well of other investments -Auroch, MMS and CLY.and suggested that KDNC is trying to realise of JV with Hastings,

Have to listen again. Early on KM did say that KDNC's share of value of BCN & EMH was $130m about £100m. Market cap of KDNC £12m.

Live Webinar; Monday 10 December

Cadence is pleased to announce the Company will be hosting a live webinar at 10.00am GMT on Monday 10 December 2018. The live webinar will be available on the following link:

http://webcasting.brrmedia.co.uk/broadcast/5bf432bda05b353a6df23e7f

Listeners are encouraged to submit questions prior to the call by emailing cadence@brrmedia.co.uk or by clicking on the question button at the foot of the webcast.

Greenland
Is there any value in this license and could it be realised?

High lithium and cobalt prices will slow electricity vehicle (EV) uptake over the next few years, according to HSBC analysts.
HSBC says delayed or cancelled lithium mining projects – alongside “robust” battery demand – means lithium supply will remain “reasonably tight”, according to Bloomberg.
HSBC now says 776,000 tonnes per year of lithium will be required by its 2025 — a 88 percent increase from its last estimate more than a year ago.
HSBC had revised down its market share projections for fully electric cars from 9.4 per cent, compared with an earlier estimate of 10.5 per cent by 2025.
They also doubled their forecast for plug-in hybrid EVs (or PHEVs) from 2.4 per cent to 5.5 per cent of the market by 2025.

EMH.
KDNC has 19.7% of equity. EMH share price has suffered from (1) the actions of Czech government,
(2) delay in completing drilling tests for lithium hydroxide. Is the government still of concern or is it now supportive?

Clancy Exploration.
The initial investment in the Leogang Project was made in July 2017. Please provide update

Macarthur Minerals.
Market Cap C$7m. KDNC has 12% of shares.
MMS has significant gold, lithium, nickel, cobalt and iron ore exploration interests in Australia. MMS has three iron ore projects in Western Australia; the Ularring hematite project, the Moonshine magnetite project and the Treppo Grande iron ore project. MMS has invested A$61m in its iron ore projects. In addition, MMS has significant lithium brine interests in the Railroad Valley, Nevada, USA. The comments in KDNC’s annual report were optimistic. Please provide update.

Auroch.
Market Cap A$7.9m. Cash at 30 June A$4.5m
KDNC has 6.6% of shares. There has been good news from Arden and Bonaventura Projects and AOU aims to realise value from its non-core assets. The comments in KDNCs annual report were positive. Please give your current views of the prospects

San Luis
Please provide an update. I cannot see that there has been any information since RNS dated June 18th. How will the cash element of consideration be funded?

MrC. I suggest you submit your own questions to http://webcasting.brrmedia.co.uk/broadcast/5bf432bda05b353a6df23e7f/5bfe9219e81748c512000ae1

Hastings/Yangibana
What is the value of KDNC’s 30% JV? I believe there was a suggestion at AGM that this could be monetised.

BCN.
KDNC reduced its shareholding to 6.95% from 7.5% in October. No information about amount realised or the reason for sale but the share price at time was about 32p. Please explain.
KDNC has a 30% JV with BCN. KM did say at AGM and in a webcast that this could be monetised but for how much and when?

The big read today is about batteries and Australia.

I do agree. The NPV of $1.25bn is the current value of $3.4bn discounted by 8% for 12 years and based on Lithium carbonate price of $11000/t. This info is in Corporate Presentation made in Oct and available on BCN website.
In addition there is potential of Zinnwald.

There has been good news from AOU and HAS and the price of MMS has gone uo 50%.

Market Summary > Macarthur Minerals Limited
CVE: MMS
0.030 CAD +0.010 (50.00%)
28 Nov, 16:00 GMT-5 · Disclaimer

Samshep. I find that Keith replies to emails so why not ask him.