Armadale Capital Share Discussion Threads

[jsd71] 14/4/2019 16:14

Graphite peers mcap in TanzaniaArmadale Capital mcap £6 million. Now compare this with our graphite peers.We're undervalued by a mile..news on multiple fronts is immanent. Our time is about to come imoWalkabout resources $73 million (AUD)Black rock mining $45.5 million (AUD) Kibaran resources $36.6 million (AUD)Volt resources $29 million (USD)

[jsd71] 12/4/2019 04:50

Director Paul Johnson talks about Acp fundamentals & going forward this is exactly what we need.. To get the word out, from his tone sounds to me we could be getting news on a regular basis. https://www.share-talk.com/armadale-capital-plc-lonacp-non-executive-director-paul-johnson-interview/

[the deacon] 10/4/2019 09:22

Interesting from ACP's neighbours"The second binding offtake for large flake graphite into China is with graphite products manufacturer Qingdao Risingdawn Graphite Technology (QRGT) for 25% of planned annual production for the first three years.Under the agreement, Walkabout will deliver 10,000 tonnes of flake graphite concentrate into China for a period of three years after production starts."https://www.miningnews.net/energy-minerals-news/news/1360639/walkabout-scores-another-offtake-partner

[balbains324] 09/4/2019 22:11

Hahaha almost!!

[ertugrul] 09/4/2019 21:51

You will have soon

[balbains324] 09/4/2019 20:40

Cool, no need yet I dont have 9 million shares.

[ertugrul] 09/4/2019 17:15

Breakout is coming!

[hamidahamida] 09/4/2019 17:02

Is it a Breakout

[ertugrul] 09/4/2019 16:16

Limit is 3%

Once you cross you can make a disclosure

[ertugrul] 09/4/2019 16:15

Well done m8!

[balbains324] 09/4/2019 16:03

Does anyone know the limit before you need to disclose how many shares your holding? Should be higher now after dilution.

[balbains324] 09/4/2019 16:00

But not all of it!! The delayed trade of 628k is mine and some of the earlier trades at 1.48 are not sells they are also buys!! My isa allowance for this year only has 5k left! Cant wait till next year!!

[ertugrul] 09/4/2019 15:08

Is this you buying today Balbains?

[balbains324] 09/4/2019 09:31

I'm buying some more in my isa, confidence is at all time high now!

[jsd71] 09/4/2019 08:24

Walkabout res(Tanzania) 2nd Binding offtakeEmerging African graphite producer Walkabout Resources (ASX:WKT) is pleased to announce the execution of a second binding offtake agreement to supply premium graphite, from the Lindi Jumbo project in Tanzania. This Binding Term Sheet agrees to supply Lindi Jumbo graphite concentrate to graphite products manufacturer Qingdao Risingdawn Graphite Technology Co., Ltd, (QRGT) from China.Walkabout resources are flying.. Thats 2 binding offtakes in 7 days with Chinese partners. Acp has similar high grade graphite. Walkabout res mcap $55 million(AUD)

[neo26] 07/4/2019 23:36

Many lost and moved away like i did, starting to look compelling again.Lets see.

[jsd71] 05/4/2019 10:12

Walkabout Res(asx)Tanzania flyingAnother asx listed graphite company has this week announced a binding agreement with Mongolia Qianxin Graphite Co Ltd from China.1st binding agreement for upto 20,000 ton of high quality expandable product. Agreement secures sales of up to 50% of planned annual production for first 3 years. There figures are comparable to ours imo, yet there mcap hit $53 million(USD) this week.Goes to show quality is king, Acp have a similar grade of graphite product. Here's the figures on their project - Lowest operating costs in Tanzania of US$347/t in concentrate FOB at the port of Mtwara.Lowest upfront Capex in Tanzania of US$27.8 million.Highest Ore Reserve grade in Tanzania at 17.9%TGCOre reserve based only on 37% of the Measured and Indicated portion of the Mineral ResourceVery short development timeframe of seven months from financing.Financial MetricsFinancial Metric LOM TotalRevenue $ 1,445 millionProject Operating Cost $ 334.1 millionProject Capital Cost $ 27.8 millionOngoing Capital Cost $ 0.87 millionPre-Tax NPV (10%) $ 335 millionPre-Tax IRR 142 %Post-Tax NPV (10%) $ 197 millionPost-Tax IRR 119 %Payback Period 22 MonthsPeak Funding Requirement -$ 28.7 millionOperating Cost (FOB Mtwara) $ 347 ($/t conc)Operating Margin (before Royalties) 77.5 %Average Annual Free Cashflow $ 28.8 millionAnnual Average EBITDA $ 44.1 millionLife of Mine 24 years

[ertugrul] 03/4/2019 07:29

https://blackrockmining.com.au/bkt-successfully-completes-pilot-plant-testworks-in-china/?doing_wp_cron=1554272848.8442709445953369140625Our neighbor Black rock is also very active with Chinese

[dreamtwister] 02/4/2019 12:21

graphite/graphene technology is ahead of the market,but now international standards are in place,the demand for quality graphite flake will out strip supply,armadale has
51mt. of world class grades.

supercity i still hold mtr/mod... imho copper is the jewel in the crown for the green revolution,

excuse my bad manners for the hype :-0.....dyor

[ertugrul] 02/4/2019 07:21

Well said guys.This is a very big opportunity for investment but not for day traders.We will see a correction for valuation very soon.Chinese are the game changers and they will take this to mining stage very fast and cashflow will begin here.

[supercity] 02/4/2019 07:15

I was in MTR with Paul Johnson and bought below 1p and sold above 5p.The big difference here is that if or when true value does return i can see it going past 5p on a rerate rather than hype like MTRMarket cap is ludicrously low and has been for some time and this year should be when the company makes hay.

[hamidahamida] 01/4/2019 22:11

ACP Share price in its Current state should be 8p if you compare it with other Companies at similar stage and size of asset:ARS's bkm copper project which has a post tax NPV (10) of $204m requires a capex of $182m with a LOM of 8yrs, after-tax net free cash ?ow of $387m (incl. royalties) & an after tax IRR of 38.7% payback period is 2.4yrs - current mkt cap £64m SAV lithium - post-tax Net Present Value of US$241 m, assuming an 8% discount rate. Return (IRR) of 48.6% Capex of $147.8m - current mkt cap £44m HZM's Nickel Araguaia stage1 post tax NPV (8) of $401 m requiring a capex of $443m - current mkt cap £32m MOD/MTR's copper - Capex requirement is $168m v pretax NPV (10) of $368m IRR 33% payback period of 3.7yrs - current MTR mkt cap £20m ACP conceivably be in production early 2020 as decision to mine is taken in early 2019 & its clear to see ACP's mkt cap should be in and amongst ARS (£63m), SAV (£44m), HZM (£32m) 8. MTR (£20m) respectively in its current state share price should be 8pArmadale Capital newly appointed non-executive director Paul Johnson explains what attracted him to the company, both from a career and investing perspective.https://t.co/wC3t10N7ez

[hamidahamida] 01/4/2019 21:46

Totally agree Very very undervalued company Across graphite sectorSo says Paul Johnson and plenty of news flow coming soon