Armadale Capital Share Discussion Threads

[jsd71] 02/11/2023 08:28

Our graphite neighbour Blackrock mining asx.Black Rock Mining secures $59.6m loan approval from The Development Bank of Southern Africa.https://www.google.com/amp/s/themarketherald.com.au/black-rock-mining-secures-loan-approval-from-the-development-bank-of-southern-africa-2023-11-02/amp/

[goodday1] 01/11/2023 12:35

No one saying the resource is rubbishUnless they told us porkies there as well?It is all the promises, and the eminently, and the positiveness, where all of it has gone to?That is the problem.Worse of all, they are pulling a salary for sitting on their hands.I will buy on a positive update.I feel sorry for the HWI who got suckered.All we need is an honest update, even if it says, we will do nothing till next door starts producing or we are putting the for-sell sign up!I am sure we all agree even if the prices go through the roof, we still need management to proactively manage.Gl all

[ertugrul] 27/10/2023 10:28

Yes andy been a long time and keep adding in every opportunity, I do believe this will come good and pay back nicely

[andyview] 27/10/2023 09:59

Can’t buy a bean at the moment

[andyview] 27/10/2023 09:57

I think you’ve been longer than me Ert,good to see you’re holding the faith.

A bit of volume could see us move ahead at pace

Gl

[ertugrul] 27/10/2023 09:31

Perfect price to be in or top up! Things are going to change soon and fast here

[scottwhetton] 26/10/2023 12:24

I think so Andy another blue day

[andyview] 26/10/2023 12:08

Good to see a bits of comms from the company!

Could we see this kick on again today?


Gla

[andyview] 26/10/2023 11:06

China's new graphite restrictions have sparked a renewed interest in the graphite sector.

On October 20, China announced a new set of export restrictions on certain graphite products. As of December 1, Chinese exporters will be required to apply for permits to ship two types of the material, including “high-purity, high-hardness and high-intensity synthetic graphite material and natural flake graphite and its products.”

China's new set of export restrictions follow the widened U.S. semiconductor export controls raised in August this year, which significantly expands restrictions on artificial intelligence (AI) chips and semiconductor manufacturing equipment and adds 13 Chinese firms to the U.S. Entity List, which further limits China’s military advanced AI capabilities.

However, while the August controls were aimed at the chips sector, China’s graphite controls have more bite in electric vehicle (EV) battery manufacturing since the material is used as a key input for anodes, the negatively charged portion of the EV battery. China is the world’s number one graphite producer and exporter and refines more than 90% of global graphite.

With the soaring sales of EVs, exceeding 10 million units last year, growing 55% from 2021, and sales set to grow even further, potentially reaching 14 million vehicles this year. The market for graphite used in batteries has also risen exponentially, growing by 250% in the past five years as carmakers try to lock in enough supplies of critical inputs to satisfy demand.

The CSIS article below is an excellent analysis of the restrictions and graphite demand for the future and is well worth reading!

hxxps://lnkd.in/dsmDbS4d
ARMADALE CAPITAL PLC #graphite #naturalflakegraphite #armadalecapital #acp #mahenge

[colinmc1971] 26/10/2023 09:39

I completely agree Amtech. I like you have been here a long time and I genuinely share your frustrations. I do also remember the couple of occasions over the years where the anticipation of news sent this flying upwards quickly. I suppose my hope is that this may happen again. I do say this more in hope than anticipation though.

[amtech1] 26/10/2023 09:11

The management have to do something with the project for that to happen Colin, instead of just having their hands in the companies pocket

[the count of monte_cristo] 26/10/2023 02:32

Yesterday was a goodday, nice come back:)

[ertugrul] 25/10/2023 16:57

Might be something else leaking Never know

[amtech1] 25/10/2023 16:52

Acp is waiting for Blackrock funding apparently nothing can happen until then

[amtech1] 25/10/2023 16:51

What derampers ?

[colinmc1971] 25/10/2023 16:36

Any significant news here and this will move quickly imo

[jsd71] 25/10/2023 16:32

The derampers here won't like todays action.

[colinmc1971] 25/10/2023 16:29

Maybe news about to drop?

[andyview] 25/10/2023 16:26

open market buy limited to 30k

Not much about it seems

Gla

[dragon35] 25/10/2023 16:19

Turkey voting for Christmas. You will likely get what you vote for so good luck. I see a better way and if the chess pieces can be organised then it will offer an alternative to simply waiting for the current team to regain focus. Remind me what the capex estimate was modelled at p90 p50 or better? Every $ extra in capex hits your EPS and the cost savings you talk of are a nonsense - do you honestly think they won't be charged for using another parties infrastructure?

[andyview] 25/10/2023 16:19

The start of a recovery imho

Gla

[andyview] 25/10/2023 16:15

Few more buyers back in here, took the opportunity to add a few myself too

Gla

[cocopah] 25/10/2023 16:13

Mensa155 … you are entitled to your opinions and you can be as derogatory as you like when replying to my posts but have the manners not to mention me when you are having an argument with somebody else who disagrees with your views.

[mensa155] 25/10/2023 15:53

Wow dragon you really get quite emotional. I asked you to substantiate the "at least 50%" statement and you now say less than 50% so your original statement is misleading.
Is it the UK TPI you are using? If so then probably incorrect numbers anyway. Even if it wasn't you are still in the realms of guessing until the DFS gets updated.
You also fail to take into account areas where acp will make a cost saving, which I mentioned, this will have the impact of lowering the headline rate that you stated

At no point did I say acp would pay it back in 1.5 years. I used it to show that the increase in interest rate will not make a great difference due to the fact that they will be paying it back over a much shorter period than let's say a BKT or like the disaster of HZM.
Honestly you pick and choose numbers and comments just to suit your narrative rather than putting forward a balanced argument.
I suspect I will have a long wait for the EGM as words are easy. If you ever get there I will be voting for MB and NJ.

[dragon35] 25/10/2023 14:34

Have you checked it to see what they allocated for inflation? It's now 3.5 years later and the TPI has gone from 180 in the year 2020 to 260 by year 2024 which in my maths is not far off the 50% suggested. There are plenty of articles stating how the cost of labour and power shortages are driving prices higher and oil is now $90 but was nearer $60 back then so I am fairly sure capex will be a lot higher. Your comments about 18 month payback are nonsense as that isn't how international finance works! You don't just pay off all the debt within 18 months. you hold it longer as usually a minimum term as part of the package and then secure either refinance options or payoff with amortised debt etc rolled up.