RE: CEZ Groups Conference Call Today - Vision 2030: Clean Energy of Tomorrow23 Jul 2021 02:31
Are you personally buying now, YES YES YES YES YES YES as much as the bickie tin allows me to.
"Expected CAPEX of $540m" Mine Capex is $832 mil , there has been considerable inflation and steel prices are thru the roof , besides we need extra cash to be able to do double production . Hooper is not the only person in the world who may be able to forcast or make predictions , , he has to be conservative so he does not lose face with his followers . I seriously believe that my numbers may also even be conservative . I also see $15 a share at last cap raise .
Current shares fully diluted 191,646,985
$832 mil usd = $1,123,200,000 aud . My target is 70% soft loans and $100 mil in free money in grants etc , buty i wont calculate that in the scenario for conservatism . Hence take out the loans and Geomet need to raise $336,960,000 ok lets say $400 mil 50% each by both partners leaves $200 mil divided by $10 a share is 20 million shares dilution add that to the above and we only have 219,165,385 shares on issue . See below market caps of current peers
Shares Price Market Cap
Galaxy 504,063,884 $3.88 $1,955,767,870
Piedmont 1,574,953,300 $0.87 $1,370,209,371
Vulcan 102,974,381 $8.82 $908,234,040
EMH 175,119,485 $1.43 $249,545,266
AVZ 2,884,165,175 $0.190 $547,991,383
If we can't beat PLL market cap , i'll go heee . A premium to PLL market cap of $28% is not unreasonable considering our project is many times larger than theirs .
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