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Guys, if you'd just stop and think for a moment, I'm sure you'd realise that responding to these strange folk is exactly what they want! If none of us takes the bait, they'll end up talking nonsense to each other and eventually move on elsewhere and leave us in peace!
Give it a go, please!
MP
Okay lets try that again. Insert: q u a d r i s e s h a r e h o l d e r s but without any spaces!
Insert: ******************** in place of the asterisks
http://www.tapatalk.com/groups/********************/search.php?search_id=newposts&unlimit=1&discussions=1
Is the link.
Hallowed,
"The NPV turns out much lower than many were hoping for (I personally was expecting north of $1b)."
From page 12 of the presentation - FFS option:
Quote
• NPV post-tax at 10% discount rate of $987.4 million using a long-term nickel price of $8.00 per pound
• Post tax IRR of 34.7%
• Total post tax free cashflow of $2,980 million
• Pre-production capital expenditure of $695.0 million with a payback period of three years
Unquote
Just $12.6M short of your expectation of $1B and the figures don't include 2018 drill results.
Let's keep things in perspective. I don't expect too much to happen here for the rest of 2019 other than the 2018 drill results. I shall be pleasantly surprised if we get the TEO this year and delighted if we have a firm offer of affordable long-term finance.
MexPete
Anybody recall how long a lead time MMUs have? With a fair wind and a bit of luck, this may become an issue!
Oh the ignominy of having hawkhead agree with me!
In fact, I sincerely hope that Sammagmil and DoN are right. It's just that I'm not convinced by their interpretation of the RNS.
. . . . Doesn't sound too promising for the success of the OO!
CT With every respect, the link that m2m posted @ 12.07 today is (as m2m pointed out) the same link that 8adger posted on here on 3 December - all-but a month ago. My understanding is that there is no link to whatever it is that Tad has found. Is your understanding different?
I think I'm with Geng; an overdue reaction to a very oversold position.
Tomorrow may be a very interesting day.
Hi Red, from my (limited) understanding of the HPAL process, it's some way from being either a proven or economic technology. Time will tell!
I agree that Vermelho's PEA/PFS will be interesting reading when it arrives!
MP
Very well worth a read IMO:
http://www.reuters.com/article/us-vale-nickel-ahome/vale-doubles-down-on-nickel-ahead-of-ev-revolution-andy-home-idUSKBN1O61KO
MP
There's certainly money available out there for the right assets!
http://www.theglobeandmail.com/business/article-vale-aims-to-turn-around-nickel-business-before-electric-car/
Worth a quick read IMO
MP
Hi GENG - or any other TAs out there - does this "indicator" mean anything to any of you guys?
The link is:
http://wheatonbusinessjournal.com/amur-minerals-corporation-amc-l-awesome-oscillator-building-momentum/133047/
and seems to support one of GENG's posts from a couple of weeks ago. Any comments welcome.
Thanks, MP