Member Info for Ivornomoney

Craig what are your main concerns of holding 26m shares?

Considering the current nickel price why bother including it? It's not a positive reason for new investors. Also no mention of the $32m banco de Amazonia in the pdf.

Why does the latest presentation still suggest nickel prices will drop to $14500 next year?

Any idea how much the next divi will be? And when?

I was hoping for a 5p divi Craig.

You are better off buying into horizonte Minerals hzm, it will be in production before solg. Check out their website.

If Tesla strike a deal with Indonesia then the nickel price should go higher.

Wasa, I'm holding for a dividend. $140m profit years 1-4 should keep me out of the dole office.

Im going for Orion offering double the money at double the price.

Ivor 20p for $50m

https://www.mining.com/web/centaurus-metals-to-acquire-nickel-sulphide-project-from-vale/

Sorry worked that out in pounds not dollars.

Let's say they issued 15% more shares for the equity that would be 217m new shares. That would be raised at 18p area?

How much in $m is left needed to raise?
$463m Needed.
$325 debt
$32m banco de Amazonia
$25m Orion £13.6m left
$?m Long term off take, paid up front?
$?m BNDES Bank ($32m at least?)
$?m ECA Equipment ($10m?)

Maybe $39m left to raise? 9%?

Only rough calculations.

94p for stage 2 with a nickel price of $20,000

Probably a placing going on in ars now.

It was filled with hot air.

Have a look at the latest investor presentation on the website.

We are only expecting the finance rns.

Tesla’s models use on average around 45 kilograms of nickel (NCA and NCM811). The numbers are based on the assumption that roughly 20% of Tesla newly sold cars would be equipped with LFP batteries through 2030.

And if, as expected, Tesla moves to NCMA chemistries in China, nickel use would go up slightly and cobalt would go down marginally.

When Tesla makes 20 million cars in a year it will need more than 30% of global mined nickel production in 2019 (2020 saw a 20%-plus reduction in output) for its batteries.

Put another way, Tesla will have to buy the entire output of the top 6 producers – Norilsk, Vale, Jinchuan, Sumitomo, Glencore, BHP, and then some.

Tesla’s models use on average around 45 kilograms of nickel (NCA and NCM811). The numbers are based on the assumption that roughly 20% of Tesla newly sold cars would be equipped with LFP batteries through 2030.

And if, as expected, Tesla moves to NCMA chemistries in China, nickel use would go up slightly and cobalt would go down marginally.

When Tesla makes 20 million cars in a year it will need more than 30% of global mined nickel production in 2019 (2020 saw a 20%-plus reduction in output) for its batteries.

Put another way, Tesla will have to buy the entire output of the top 6 producers – Norilsk, Vale, Jinchuan, Sumitomo, Glencore, BHP, and then some.