Alkemy Capital Investments Share Discussion Threads

[mikethebike4] 29/10/2022 17:05

smackeraim

Pre will be making profits next year not 2024

In my view a better bet than ALK

[patch13] 29/10/2022 09:38

A good chunk of options require share price above £10

[smackeraim] 29/10/2022 09:00

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 01:52

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 16:15

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 14:02

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

[smackeraim] 28/10/2022 14:00

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 13:56

Paul Atherley involved with PRE & ALK

[smackeraim] 28/10/2022 13:53

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

[mikethebike4] 28/10/2022 13:53

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 13:52

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 13:51

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 13:50

AMOI the Tnt better value share lolz crying

[smackeraim] 28/10/2022 13:42

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

[smackeraim] 28/10/2022 12:59

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 12:45

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 12:03

Getting more interest now

[euclid5] 27/10/2022 17:14

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.


As we intend to primarily finance and operate the LSM and LHM facilities via our operating subsidiary TVL, it is anticipated that there will be no significant dilution to Alkemy's shareholders as part of the proposed financing process.

[sirmark] 27/10/2022 14:06

Don't bother with himNew investor with zero risk appetite and covers all bases like hmmm could go well if all things go according to plan but you'll need soooo many things to go right.

[smackeraim] 27/10/2022 13:56

Don't look empty to me!

[mwj1959] 26/10/2022 17:16

The share price looks the same half empty!!

[smackeraim] 26/10/2022 14:52

Fill your glass half full and look at it

[mwj1959] 26/10/2022 14:48

Still a long way to go with this project in terms of financing etc., but I guess that is why it is only valued at £11m currently. A share price rising on the back of tweets alone always makes me somewhat sceptical, but as a holder happy to be at last in reasonable profit with this one.

[hoppy13] 26/10/2022 13:50

This will trade in the 300s on lease signing, 800s on financing.