Member Info for LuckyLuciano

An yet minig license firs approval could land in the next few weeks and sp double. While investing in All will see your money rise more than 6 or 7 times, any drop will be bought by those with big pockets and whise mind. Can't see 15/16 p happening what so ever, based on massive financial metric improvement from recent DFS, higher production and profitability, and cathalist news flow and early production next year.

Poindexter10 thank you.

I do not have all live prices info because I know how to MM operate.

For example previous day close at 28p, first trade of 8k shares buy at lower price than close.....I am sure there is a perfectly good reason for that.

Also its a lie what you say about not trades where carried out at the price I mentioned....

They were.....because I saw them. But I would not be surprised if due to shame they have been deleted.

You must be either working for a broker/mm or be one of the most naïve person in the universe.

But a naïve person wouldn't lie....

I tell you more, I am sure some more avatar with different names will sone pop up un this tread, to support your firs post.

The fact is that TWO trades for £1.89 and £1.08, to bring a share price down some 4%, is just shamefully and from my point of view greedy.

Reason for this to happen is that the blockers/mm and friends, what to keep the sp down to accumulate shares on the cheap to make maximum profit when fundamentals of ALL will start to materialise...

We all what to do that, but the they have to opportunity to manipulate the sp with spreads, we don't.

Market Maker want to create volumes with disregard of sp going up or down.

Early morning buys at 28p for sp been brought down to 27p (some greedy 4% spread) by two trades one for £1.89 and another for £1.08 Realllllllyyyyyyyy? Is anyone there in the morning at 8am that sells shares for £1.08 ?

Pure manipulation......

Hold on to your shares, or you will make greedy MM rich and poor hard working private investors poorer.

Indeed the outcome of DFS is some 60k/y higher production for ALL albeit 6 moth lower LOM.

LOM is irrelevant though, because ALL has 5 years production from indicated category resources.

This means that for 5 years, they have ample time to double and more reserves with cash generated from mining.

To counter higher production ALL needs some $30millions more capex, but in reality only $15millions is needed for DMS pre production, to generate $107 plus $64 millions early revenue (77.5%/ALL)

Finally current DFS is · C1 cash operating costs of US$377/t of concentrate Free-On-Board ("FOB") Ghana Port, after by-product credits from conventional open cut mining operation; All in Sustaining Cost ("AISC") of US$610/t.

Whereas PFS was All In Sustaining Cost (AISC)US$/t460

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Profitability alone higher AISC would add $26million/y costs but 60k/t higher production at US$1,587/t CS6 would bring in $95millions more or net $69millions EBITDA per year.

These are simplistic calculations and I welcome any additional info....

But imo the new DFS as improved the funding requirement situation and the profitability/value of ALL.

Other factors to mention are training of staff with DMS de-risking ramp-up production and possibly speeding up the Mining License process, due to starting with a simpler MDS plant....?!

Https://www.investing.com/news/assorted/piedmont-lithium-partners-release-technical-studies-432SI-3117574

I understood the production increase was up to 300t/y, but apparently it could stretch to 340t/y.

That is a lot more from the 125t/y of PFS, some 45k more actually.

So some $160 millions coming from early DMS and secondary production.

Pll gets only 22.5% revenue, the way I look at it, there is no funding requirements what so ever, to complete the project.

$185 millions capex less $70 million from PLL= $115/2= $57.5 millions from ALL

If early revenue is $160 millions less 22.5%= $124millions Revenue. Net cash flow should be easily $57.5 millions and even more for initial opex......

I still think PLL can take the whole production from DMS.

At this early stage production they are entitled only of 22.5% revenue and total production will be way below their 50% offtake agreement amount, therefore no oversupply situation there.

But hey ALL fortunately looks very open to consider any offtake agreement even from Chinese companies.

Let not forget that in all these number 10% is for the Ghanaians.

One thing is certain there will be no dilution of shares for ALL shareholders.

No I didn't asked that question but other questions.....

Is just that I got a bit confused in regard to when Amanda out of the blue said that " by the way Piedmont will pay the market price of Spod" for its 50% share........WDF who cares.

If they get 50% of the profit from their 50% offtake so long as they pay above breakeven price...

Amanda just said that PLL deal is at market....

Can anyone explain, given that they get 50% of production and contribute 50% of costs.

Will PLL pay to us market price for production but retaining 22.5% of that revenue?

In other words for their 50% PLL will contribute 50% of costs but pay 27.5% of market price....?

Or another scenarios. 50% of costs are only for capex, therefore we ALL contribute 100% of opex and get only 27.5% of PLL 50% offtake at market price?

ANYONE....lol

Namibia to insist on domestic processing

Zimbabwe has banned raw lithium exports

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And Ghana been on the same page as opposite to Mali for example, which is gearing up for DSO export.

Interesting to see how the geopolitics is dividing how African countries are developing their economies...

Home refining would definitely attract European car maker and others, which are reluctant to build these kind of end product.

I would add...the BoD talks in such a dismissive way about a possible offtake, and add to that All has one of PLL in the BoD which imv, PLL offtake is the likely outcome of extra finance.

I have not followed Leo Lithium of recent but they also had a change of plans with Ganfeng 50/50 partnership, when anticipated production of DSO. I think the agreement for them was to find extra cash via Ganfeng financing.

With ALL/PLL agreement this financing is not contemplated but not out of the question, above all I am sure no shareholders dilution will occur. But because is very much in PLL interest to see project to completion after they finance the remaining $70 millions, I don't see why they couldn't fully anticipate the remaining of capex, and fully receive fist concentrate sale revenue/production till books balance out. IMO this is likely the offtake scenarios

Right to answer these questions, we need to enrol to webinar presentation (see today rns)

A cash positive position though cannot achieved though if in reality we don't know how much SC6 will be sold for, so this info is quite irrelevant.

Yes the peak funding requirement so far is $185 million, this is why the payback is in 19 moths as from DFS.

How much new money are required would be $185 millions less coming PLL $70 million = $115 millions/2 (50/50) = $57.5 millions, less whatever cash is at bank. My guess is ALL will need some $50 millions, but lets not forget that after coming $70 millions from PLL, rest of the funding is 50/50.

It can be very possible that PLL will anticipate its 50% funding to see initial DMS production and revenue, which will allow ALL to self-fund the remaining capex.

Again an interesting question for the 3rd of July webinar presentation would be, how much production will come from DMS...

My calculation was for 50k/t Concentrate but I am a waiter.....so better to ask to the right people lol...

At $1500/t SC6 the $37.5 million portion of revenue for ALL would go a long way to finance the total capex required.

Whatever is the developing scenarios imo is best for ALL to wait as much as possible to rise the extra fund required and in any case a short term bank loan would hit possibly only 10% of working capital requirements, and be paid back in less than 1 year.

One question I was going to ask at webinar was, when All will get the $70million stage 3 from PLL and if there is a time limit for PLL to pay these money. Is clear that before getting 22.5% ownership of ALL no $70 millions will materialise.

Yes would be interesting to know at what price or what is the financial agreement, for which the cash received by PLL represent the 22.5% of the company.

I like the video thanks.

Honest and informative news, so beside current explorations the big uplift in reserves will come much later once production starts.

What is needed now is Piedmont cash and first approval of ML process, will also be interesting to hear the outcome from magnetic survey on new exploration areas...

more offtake agreement for out part of production would be welcome news depending on at what conditions.

In any case best will be to leave any new offtake agreement to the latest possible, if they want to fully exploit the SC6 pricing. I am guessing a bank financing with early repayments, for the capex shortcoming could be ideal and surely better than an offtake agreement which is pricing SC6 at current DFS scenarios.

interesting questions to ask at webinar...

An opportunity to ask some questions and participate in the company operations.

You need to register by rns link.

Bankrupty want to buy on the cheap.....

GaiasKidney

just to clarify I am reading first concentrate sale likely in 2025.

Initial processing of approximately 450,000t of ore will be carried out over the first nine months, starting Q2 2025, in an early production processing plant fed from Ewoyaa South 2 pit, prior to processing through the main 2.7Mtpa processing facility from Q1 2026 for 11 years.

Apologies..

50k concentrate, coming from the assumption that if a nameplate input of of 2.7 Mt gives 300k/t concentrate,

then 450k/t would produce 50k concentrate.

Spodumene price at $3000/t is just my assumption.

And yes is $150million not $150000.

Trying to understand what will be potential early revenue.

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- 600,000tpa ore processed, with the DMS plant treating 375,000tpa after fines are removed; and

- The modular DMS plant will be operating at 80% utilisation for a feed rate of 50tph.

Initial processing of approximately 450,000t of ore will be carried out over the first nine months, starting Q2 2025, in an early production processing plant fed from Ewoyaa South 2 pit, prior to processing through the main 2.7Mtpa processing facility from Q1 2026 for 11 years.

Over the life of mine ("LOM"), the Project is estimated to produce 3.58Mt of 6% (SC6) and 5.5% (SC5.5) grade spodumene concentrate, as well as 4.7Mt of secondary product, which have been identified to be saleable given current and forecast lithium demand projections.

====================================

So lets consider 450k/t initial processing producing 50k/t concentrate ?! Anyone....

Then assuming a more realistic Spodumene price of $3000/t?

$150000 revenue first first 9 months less costs are likely to fill the gap in capex financing (if my assumption are correct)