Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Bananas
Probably cannot reply on it as it is being reviewed and will be pulled
I want the same but I don't post made up stuff to ramp the share up.
I read the RNS, make a decision and now I wait
Is why I don't bother posting.
Why would they want an extra 5%
For arguments sake let's say Hav is valued at 10 billion
Newcrest have already spent 75 mil for 70%, ie
to get £7 billion
Think these are the correct percentages)
And now an independent will value 5% --so a 500 million valuation. Newcrest would want a profit on that and would not be willing to pay 500 million for it.
Would they want an extra 5% and maybe the rest of Hav?
Cost to profit margins - I don't see it.
Yes will get a profit if bought but maybe they have better things to spend their money on.
Bamps
Read my post from yesterday,
These are all taken from of Hydrogens posts from yesterday.
You want me to take him seriously?
560 in 30 days, he is just a ramper looking after his and his mates interests. People like him because he is excessively positive and that's what most people, a share price increase.
I don't post, I've been in before Newmont saga and obviously want the price to go up.
I'm in, made my decision and have no need or desire to tell people what to do.
He is good at posting facts with fiction and making it sound believable and this is why he is challenged, what he says is what all "longs" want, sadly it has not come true - yet.
He is like a broken clock and sooner or later he will be correct and he will be sure of telling us.
£1.44 by Christmas .
Lol
The creator of the world wide web, Sir Tim Berners-Lee, is selling off the original code used to create the modern internet as an NFT.
https://www.bbc.co.uk/news/technology-57474504
Starts at 15:57
This will fly soon.
Nice analogy
Picks and shovels of the gold rush era
Worth listening to POW as well, huge potential
DYOR
Stockbox RESEARCH TalkToday 17:31
POW and COIN research chat with Alan Green:
https://www.youtube.com/watch?v=Fj9piSAaHLA
No Poker
With 14,000 posts under your belt surely
you can look at the transactions, read the comments and understand
Incorrect
The 10k buy was a buy
It is mine
12,871,573
you lose 73 shares - as you only get 1 new share for every 500 old shares
so 12,871,500 / 500 = 25,743 new shares
TMT
From my understanding companies include this and then have a better chance to block a hostile takeover.
Russkie
"If you look at high of 37p and close today at 22p - down 68% with a tier 1 asset that is increasing.Just one question- why ?"
Think you mean will need a 68% rise to get back to 37
https://twitter.com/gervaiseheddle/status/1361593932958765058
I think there is a message in there somewhere ??
“Market playing games... new CEO Shaun Day isn’t... off to a flying start, incredible energy and focus!”
Market playing games... MM’s taking the p i s s
new CEO Shaun Day isn’t – taking job seriously and working very hard
off to a flying start, incredible energy and focus! – already impressed with what I have seen
just have to wait it out
Hi,
MasterRSI - unsure, is a Q1 presentation
Garrybaldi- a mixture - heathcare, real estate, IT, industrial
be honest with you, I have never heard of them
though about listing them but not relevant to us
Helium one is just one of 9 companies featured by the Liberum Sales team
part 2
Since receiving its permits in 2015, Helium One has conducted significant geophysical and geochemical work and has identified 21 prospects and 4 leads from aerial gravity surveys and seismic data. With an independently estimated unrisked resource of 138Bcf, this is potentially the largest primary helium resource in the world. Surface seeps have found concentrations up to 10.6% and the base case for helium content is assumed to be 4.2%. This dwarfs typical helium grades where it is produced as a by-product of hydrocarbons at a concentration of 0.05-0.35%. Studies suggest Rukwa is in an ideal zone for helium generation, migration and trapping. The asset is well located, with the fifth-largest city in Tanzania 130km away and a highway and infrastructure already in place to support the project. Discovery drilling in Q2 2021 will be focused on three high-grade targets at Rukwa, with each well taking roughly a month to drill to a depth of 800- 1,200m. If helium occurrences are found, an evaluation programme will then characterise reservoir properties and trap geometry, by drilling evaluation boreholes and running a 3D seismic survey. Helium One also holds licences on two other prospective regions in Tanzania, where surface seeps of helium-nitrogen suggest an active helium system is present. These projects are less progressed than Rukwa however and lack the seismic data necessary to estimate resources from identified structural leads. Helium is a colourless, odourless, tasteless, non-toxic, inert gas with the lowest boiling point of all elements. It is produced by radioactive decay deep in the Earth’s crust and mantle. Importantly, it cannot be synthesised or manufactured and there are no substitutes. It has key uses in industrial, scientific and technological fields, with 20% of helium used in MRIs, 17% in welding and 10% in laboratories. Future growth in demand will likely come from Asia, particularly from electronics and semiconductors, as well as new applications such as space travel and quantum computing. The helium market is concentrated, with just a few companies involved in its supply, including Qatargas, Sonatrach and Exxon. Roughly 75% of global supply comes from the US and Qatar. The industrial gas companies are the principal buyers in the market, namely Air Liquide, Air Products and Linde. In summary, we believe that helium prices will be supported by both a supply shortage and from rising and price inelastic demand. If drilling in 2021 at Helium One’s Rukwa asset in Tanzania confirms the presence of economic concentrations of helium gas with potential for 350,000 Mcf/y of start-up production, this would mean $46m of annual FCF once operating. This equates to a payback period of 1.1 years on the plant using conservative price assumptions. We would expect the group to re-rate significantly from here if this is the case, since it infers a forward FCF yield of 92%.
cannot get link to work
Speaking highly of Helium Potential to discover the world’s largest primary Helium resource in Tanzania
Helium One is an exploration and development company, with licences in three highly prospective helium provinces in Tanzania, including the Rukwa project which has potential to discover the world’s largest primary helium resource. Helium One is the only listed pure-play helium company in the UK market, having listed on AIM in December 2020. The company holds exploration licences in Tanzania of over 4,500km2 across three highly prospective helium provinces. With an unrisked best estimate (P50) of 138Bcf, equivalent to over 20 years of global supply, it has potential to discover the world’s largest primary helium resource. We see strong fundamentals for the helium market, where a supply shortage has already driven prices higher. The commodity has no direct substitutes and the bulk of demand growth is coming from high-value industries like semiconductors and MRIs, therefore demand is very price inelastic. We expect prices to remain Helium One Management Chairman: John Stalker CEO: David Minchin CFO: Russel Swarts What it does Helium One Global Ltd explores, develops, and produces helium. The Company holds helium exploration licences in provinces in Tanzania. Helium One Global serves customers worldwide. Key stats Summary Sector N/A Ticker HE1 LN Equity Mkt Cap (£m) 35 Net Debt (£m) -0.2 EV (£m) 35.3 PE (FY20) N/A PE (FY21) N/A Relative Performance 1m 3m 6m YTD Absolute 6 N/A N/A -2 Relative Market 6 N/A N/A -2 Relative Sector 6 N/A N/A -2 SOURCE: Bloomberg Share Price Jan 21 Dec 20 SOURCE: Bloomberg high as end users pay up for contracts to guarantee a reliable source of helium into the future. Anecdotally, this already appears to be taking place, with contract prices for end users rising to over $1,500/ Mcf versus $250/Mcf for producers. Helium One’s primary asset in Tanzania, Rukwa, is expected to be modular in construction with each train able to produce 350,000 Mcf/y. Assuming flat prices of $250/Mcf, this means that each module will generate $87m in annual revenue. If we conservatively use the top end of operating expenditure guidance of $20/Mcf and a 3% royalty rate, this equates to $78m of annual EBITDA. Netting the government’s 16% free carried interest in mining projects and a 30% tax rate, we forecast $46m in free cash flow (FCF). This equals a 92% FCF yield at the current share price. With the estimated plant cost of $50m, this means a payback period of little over a year. Increasing our price assumption to the $1,500 being paid by some end users recently, this would mean an enormous $295m in annual FCF. Even if one looks at a bearish scenario of $100/Mcf, the result is $16m in FCF and a payback period of just over 3 years.
part 1 of 2
It was sarcasm, you're the IT guy
Get it
Lol
I could not care less mate if you win or lose.
Maybe your mate craig can just stop any new accounts being created.
Do you know anyone with good IT skills that can help?
Meant to say between RIo and newcrest