Member Info for tomcat-14

twohits… i keep hearing you huffing and puffing… but those are the numbers… where do you get your numbers from… and to answer you last post… no…

yes… if they paid $391m… that would have been £1.05 / share… maybe some shareholders are getting / will get that… those who sold out already didn’t…

ganfeng just acquired / are in the process of acquiring 273,211,204 bcn shares for 73.6p per share…
£200m… x 1.36 = $272m…

yes… but the valuation may not…

i wonder if that is actually based on something… i.e. how much ganfeng just paid bcn for bcn’s portion of sonora…

in my view… la ventana was always going to be the loss leader… what i didn’t realise was… it was bcn not just la ventana…

$36,000 - $6,500 = $29,500 / $500 = 59 x $333m = $19,647m + $2,000 = npv8 $21,647m x 30% = npv8 $6,494m… ;)

i’d rather suspect that there’s very few here who have actually read it… or seen it even…

when did ganfeng just buy the whole shooting match of 8.8mt for £285m… 1st i’ve heard of that one… how much did we get for our interests… show me the money…

when it comes to a valuation of the jv areas… i’m more inclined to refer to our scoping study that we had done… specifically for the future expansion into the jv areas…
extracts from a previous post…
this scoping study contemplates an integrated mining and processing operation generates a pre-tax npv of $2,023 million and a pre-tax irr of 42% at a lithium carbonate price of $6,500 per tonne and at an 8% discount rate…
npv8 $2bn… sensitivity (table 27) ~$333m per $500/t lce…

$36/kg… it’s a good job it’s only the salt in the salad… lol… how many kg of the 8.8mt drilled out resources are attributed to kdnc…

does it emphasise that the only reason why bacanora were forced to develop their 100% la ventana concession… was they weren’t able to develop the best bit 1st… because we own 30% of it…

#2… decent.pyramid.outlined. … tractor with 2 trailers…

that 1 trade ut didn’t look accidental… ;)

ma / medi astoria… unamgen’s ship #13… just left port on tuesday… who are unamgen shipping for now… didn’t they only have 400,000t to ship… they’ve shipped more than that… over 50% more…

i’d also like to add indo sino’s credit guaranteed ore to that… wherever that may be located just now… that indo sino are transferring into pba for their part of the jrp investment… ~1.72mt of it… obviously if it does transpire that this is already located at / near the private port… and easily accessible without the railroad rehabilitation… i’m gonna have kittens… lol…

and of the 1.39mt stockpiles in the jrp… that 3ships have shipped 0.14mt for dev/pba already… for a net profit ~$10m… using that running average… leaves 26ships to ship the remaining 1.25mt in 24 months… plenty of float to re-start shipments when the price is right… if the minimum price hasn’t already been agreed for the settlement agreement/jrp… $141.14/t isn’t it…

might be an appropriate time for me to bump this… i don’t think people are fully aware of the immediate value that this now puts onto dev/pba books… net profit… appreciate that it is intended to be reinvested into the project as part of the jrp rehabilitation… but it’s net profit all the same… once the banks take their cut…

5th october… 3months ago to the day… that will be hinoki (unamgen) in pier2 then… with 7lorries loaded up with iron ore and lined up ready to drop off at the crane skips… and forestal gaia (amcel) being chaperoned into pier1… i’ll check the measurements later… time?…

who cares… lol… at that point… it’s pretty clear who actually owns the car… who has the keys and is driving it…