Member Info for EV_Bull

Amapa potential Profits and NPV at current ore prices (all my own estimates/calculations DYOR etc...)
Net Profit (100%) $228,956,780
Net Profit 49% $112,188,822
Net Profit 49% (GBP) £91,218,488
Net Profit 27% (GBP) £50,263,248
After tax NPV8 (100%) 25yr $1,611,273,629
After tax IRR (100%) 25 yr 45.64%
After tax NPV8 (49%) 25yr $789,524,078
After tax NPV8 (100%) 14yr $1,202,238,020
NPV8 (49%) GBP 25 yr £641,946,237
IRR (49%) 25 yr 40.78%
NPV8 Per Cadence share (49%) £3.72
Earnings Per Cadence Share (49%) £0.53
NPV8 (27%) GBP £353,725,478
IRR (27%) 40.91%
NPV8 Per Cadence share (27%) £2.05
Earnings Per Cadence Share (27%) £0.24
Per Cadence share 25% risked NPV (27%) £0.51
25% risked NPV (27%) £88,431,369

I absolutely can see this way above the 30's otherwise I wouldn't be investing here.

Not only that but a proven mine with previous earnings of :
2012: $77m / £55.7m 100%
2011: $171m / £124m 100%
and this could be under-reporting due to "Transfer Pricing"

errr.......
China's Ganfeng Lithium inks 3-year supply contract with Tesla
https://www.reuters.com/business/autos-transportation/chinas-ganfeng-lithium-inks-lithium-battery-supply-contract-with-tesla-2021-11-01/

China's Yahua agrees five-year deal to supply lithium to Tesla
https://www.reuters.com/article/us-yahua-group-electric-tesla-lithium-idUSKBN293132

This is the original newspaper that is referenced:
https://www.saechsische.de/altenberg/investiert-elon-musk-bald-im-osterzgebirge-5702663-plus.html
"Sächsische.de has received an anonymous letter claiming that Tesla boss Elon Musk will come to the Eastern Ore Mountains in June with a clear goal: "According to my information, he is very interested in buying into the logistics of lithium mining." , according to the anonymous sender."

https://www.saechsische.de/altenberg/investiert-elon-musk-bald-im-osterzgebirge-5702663-plus.html
"Sächsische.de has received an anonymous letter claiming that Tesla boss Elon Musk will come to the Eastern Ore Mountains in June with a clear goal: "According to my information, he is very interested in buying into the logistics of lithium mining." , according to the anonymous sender."

Thanks for posting the link up,
Worth remembering what Keith has said recently, certainly possible something has leaked from somewhere.
https://youtu.be/Egnk8VfzIZU?t=35
"I think there'll be some some positive developments that have come out of this trip and the next one which is planned to be very soon you know we'll be able to update the market on those developments as soon as we ink them"

Not to mention:
https://youtu.be/Egnk8VfzIZU?t=35
"I think there'll be some some positive developments that have come out of this trip and the next one which is planned to be very soon you know we'll be able to update the market on those developments as soon as we ink them"

https://twitter.com/alex_avoigt/status/1535476325594570753
Unconfirmed Rumor

Anonymous information was leaked to Sächsische Newspaper that Tesla wants to participate in the lithium logistics in Zinnwald/Cinovec. The Deutsche Lithium GmbH is planning to resume mining in the 125k depot - it's one of the largest lithium deposits in Europe

Posted on EMH board:
https://www.reddit.com/r/CadenceMinerals/comments/vc0xd6/lithium_rumours_tesla_is_said_to_be_planning_a/

Cheap labour in Mexico, hence all of the other auto makers setting up shop there.

https://electrek.co/2022/06/13/tesla-considering-sites-new-factory-canada-mexico-us/
Musk said that Tesla hasn’t decided yet, but he did specify that it might not be in the US:
"We are looking at sites, but we are considering some sites options more broadly in North America, so including Canada and Mexico, and the US as well."

It could all be partly ours soon if we manage to conclude the equity swap.

Nice one Jimb2 The solution there is for mex gov to take a stake in the project and let Ganfeng run it. Let’s say 30% :-).

Sadly he's not faking it Danny, tragic: https://twitter.com/BullShare2328/status/1021498132440526848

Intriguing but at Santana port the maximum ship length is limited to 220m, she's 224.9 meters and has no cranes, probably heading to the pilot station and onwards to Trombetas Port.

Even the most pessimistic here must see a deal with Ganfeng on Sonora (who are in talks with Tesla, GM and Ford) is going to send the sp skyrocketing. Not to mention Amapa and EMH on top.

It’s bizarre at the current market cap, the potential is incredible across multiple projects, once the market sees some deals done here I am confident the value will be realised.

Includes brief mention of Amapa by Andrew Suckling
https://hotcopper.com.au/asx/mio/corporate-spotlight/

Circa $2bn :-)