Member Info for tomcat-14

i do hope lithium managed to get all the bunting out… and has the bubbly all chilled in his icebarrow…

anyone have today’s tide time to hand…

projected value…
total ebitda $2.6bn... (from the jrp profit & loss accounts)…
kdnc @27% = $700m…
kdnc @49% = $1.27bn…

asset value $660m (100%)… [aa 2012]…
dipb(2)... kdnc asset value $323m (49%)... (cost $30m)…
vesting (tbc)… profit = $293m/1077%…

book value…
dipb(2)... $24m (tbc) cash investment for 22% pba...
book value $110m (100%)...
a) kdnc 49% x $110m = book value $54m (cost $30m)…
vesting (tbc)… profit = $24m/180%…
b) kdnc 27% x $110m = book value $30m (cost $6m)…
vesting (tbc)… profit = $24m/500%…

asset value $660m (100%)… [aa 2012]…
dipb(1)... kdnc asset value $178m (27%)... (cost $6m)…
vesting very soon… profit = $172m/2967%…

book value…
dipb(1)... $3.5m cash investment by kdnc for 7% pba...
book value $50m (100%)...
kdnc 27% x $50m = book value $13.5m (cost $6m)…
vesting very soon… profit = $7.5m/225%…

asset value $660m (100%)… [aa 2012]…
dipa... kdnc asset value $132m (20%)... (cost $2.5m)… vested 07feb22… profit = $129.5m/5280%…

book value…
dipa... $2.5m cash investment by kdnc for 20% pba... book value $12.5m (100%)...
kdnc 20% x $12.5m = book value $2.5m (cost $2.5m)… vested 07feb22… profit = $0/0%…

km en-route…

and rightly so… ;)

next one for dev is due in on sunday…

t+5… is next week…

me too… they only offered 5%… so you would need to do that anyway… if you want to maintain your % holdings…

big question is… will it be carrying our 20%… or our 27%… of ore by then… or any at all…

kang man is due to sail on the 17th… ;)

some shareholders look to be more advantaged than others then… purely due to the efficiency of their brokers…

with cash needed in your accounts by tuesday 15th… i make that tomorrow being the last day shareholders will have the opportunity to flip to get settlement in time… and placing shares distributed today… with settlement t+5… is that tuesday 15th too… looks like the cash will be in the bank for our 27% amapa next week then…

not sure how you work that one out… but one never knows what possesses investors to sell… the open offer is open to all existing shareholders to buy at a discounted 20.5p… why would any shareholder sell any of their shares for less… at the cusp of a company transformation… yes you may get some traders and mm’s trying to strip you naked… and if they do… you might pick up a few that they aren’t buying… but i doubt you’ll get anywhere near your full 5% quota…

this last one is what i would expect tesla to have a foot in… once they see the pilot plant running… maybe sooner now it’s ganfeng running the show and not bcn… it’s the only way they can get lithium vertically integrated into their company at their $6,000/t target…