Alkemy Capital Investments Share Discussion Threads

[euclid5] 31/10/2022 10:59

even if you divide the full Train 1 NPV of £490m / 7m current shs in issue £70 Npv per share

Assume, they issue hypothetically another 23m shs - 30m in total and they farm out 50% of the assett to new funders, who would / may want a slice of the asset

£245m Npv / 30m shs = 800p, just for train 1

Y

[euclid5] 31/10/2022 10:54

sorry, that's 248m shs in issue with £48 cap

[smackeraim] 31/10/2022 10:51

He's talking about PRE not PREM

[euclid5] 31/10/2022 10:47

PREM has 22.5 Billion shs in issue

[smackeraim] 31/10/2022 08:54

Passing 2 quid today then

[smackeraim] 30/10/2022 11:27

People are just beginning to get the story here. Imo.https://www.thenorthernecho.co.uk/news/23083559.new-lithium-plant-make-49bn/"The LHM facility will process feedstock imported from various sources to produce 96,000 tonnes of a premium, low-carbon lithium hydroxide annually, representing around 15% of Europe's projected demand.The project is the first of its kind in the UK, the biggest in Europe and will when completed be a key supplier to UK and European giga factories, electrical vehicle and battery storage industries."With regard to feedstock and partnerships, in July the company signed a partnership agreement with Traxys, a leading global physical trader and merchant in metals and natural resources, to source and supply lithium feedstock for its processing facilities.

[smackeraim] 30/10/2022 11:26

Yup, and that is well known. Hence a lot is baked into a market cap 10x higher than ALK

[mikethebike4] 29/10/2022 18:05

smackeraim

Pre will be making profits next year not 2024

In my view a better bet than ALK

[patch13] 29/10/2022 10:38

A good chunk of options require share price above £10

[smackeraim] 29/10/2022 10:00

The project funding is mainly to be done within Tees Valley Lithium, non dilutive to ALK (read old RNS). Yeah eventually they'll need a bit capital within ALK, but with the size of PA's holding, and the contractors options needing share price above 5 for a set period, I have a feeling it won't be done anywhere down here or soon.

[divmad] 29/10/2022 02:52

Not sure how the market would take an equity raise of greater than 50% of issued capital, unless all to a handful or less of strategic investors. Eg bres decent placing.

[euclid5] 28/10/2022 17:15

Huge advantage here is only 7m shs in issue - BoD own nearly 5.% so FF about 4m

Even if they raised £20m - it's only 27m shs in issue

It's also about the future NPV values divided by the total shs in issue - so this is absolutely tiny compared to other Lithium /Graphene stocks

Less shs in issue the higher the NPV value per share is

Happy for them to raise even £10m, as it only adds a total of 17m shs in issue

[smackeraim] 28/10/2022 15:02

Dave keep thumbing mate. Not bothered in the slightest. Grow up ffs or get some help.

[smackeraim] 28/10/2022 15:00

I know yes. I'm saying why do think PRE is better value at 150m market cap, versus this at 13m?

[mikethebike4] 28/10/2022 14:56

Paul Atherley involved with PRE & ALK

[smackeraim] 28/10/2022 14:53

Why's that mate? It's 100+ million m/c. This is sub 20m

[mikethebike4] 28/10/2022 14:53

Pre do have a mine but also construction underway both at the mine and also in a NE Freeport (Saltend) with 'green' power from wind and non-dilutive finance on the way shortly - income stream from 2023 rather than 2024

Would seem a better prospect by far than ALK

[mikethebike4] 28/10/2022 14:52

Pre do have a mine but also construction underway both at the mine and also in a NE Freeport (Saltend) with 'green' power from wind and non-dilutive finance on the way shortly - income stream from 2023 rather than 2024

Would seem a better prospect by far than ALK

[smackeraim] 28/10/2022 14:51

https://twitter.com/mylesmcnulty/status/1585989937031266305@AlkemyCapital's chairman has had great successes on the public markets. ALK's capital structure and funding path have evidently been well planned out - so that the share price is always free to run.

[smackeraim] 28/10/2022 14:50

AMOI the Tnt better value share lolz crying

[smackeraim] 28/10/2022 14:42

Loving the dave the rave thumb downs on me these days lol. Grow up

[smackeraim] 28/10/2022 13:59

There's no mining. They get feedstock from Traxys and refine it. No lithium refiners in Europe- all goes to China at moment. Feasibility done, looking to finance the project non dilutive over next two quarters. In UKs largest Freeport so great tax benefits etc ..

[mikethebike4] 28/10/2022 13:45

What is the attraction of this share as opposed to All, CTL and especially PRE further down the line with income expected in 2023 ?

[philsmi1] 28/10/2022 13:03

Getting more interest now