Atlantic Lithium Share Discussion Threads

[plasybryn] 27/3/2024 07:21

Https://gna.org.gh/2024/03/atlantic-lithium-limited-in-the-process-of-being-listed-on-the-stock-exchange-gse/

[l0ngterm] 26/3/2024 22:27

Recovery not production

[l0ngterm] 26/3/2024 19:40

300-600 million market cap.Variables price per tonproductionMultiplier for market cap.AISC.Ignoring the 50 million tons, and eggy hill etc.

[lurker5] 26/3/2024 17:41

Management are right to be excited about 'the Eowaa project' - their bonny baby. But there is deafening silence about the share of its profits that ALL shareholders will see. For one, a 15% 'free carry' is pretty onerous. It will take away more than 15% of the NPV shareholders will see. On top will be the cost of any off-take deal. So far, by shouldering 38% of the capex, shareholders can expect 38% of the net profit after the free carry. But if ALL can only meet that cost by selling an offtake in advance (a stream deal, or however - the mechanism can vary but usually consists in selling the offtake at a substantial discount) there will be another cost that shareholders will have to bear. Eg if ALL got a loan, the repayments will take away the associated repayment NPV (ie the repayments wll dent ALL's profit share). But getting a loan against what is now ALL's minority share in the project just can't be done. Hence an off-take deal, which always turns out much more expensive than any borrowing. (Depends how the offtake is structured in relation to whatever is paid to ALL up front.) No wonder Amanda and Neil aren't discussiing it, and no wonder I can't find any analysts report which calculates the shares' true value. Thats not to say it probably won't be more than current (insider Assor has obviously done the summs) But it could turn out a lot less than is being bandied around, and the funding structure together with an erratic lithium market makes for a pretty highly geared ALL share. It is probably why potential investors are still wary.

[plasybryn] 24/3/2024 14:06

I see Amanda said Partners plural re Off takers. Interesting.

The way this Co. puts itself about is most encouraging. OK not paid off yet re: the SP, but I bet a lot have it on their radar as a result, perhaps waiting for Permits or similar before jumping in. Did Neil say there were circa 100 in the Presentation at PDAC recently? I bet some of those were Institutions, if not suitors. With 6 potential Off-takers going through D.D. & Site visits etc. (Stage 2 of the process), this could turn out to be very interesting, especially if Lithium prices continue to go north in 2024.

[pauliewonder] 24/3/2024 13:34

Yes very good interview. Interesting comments re: looking to find Ewoyaa 2.

[plasybryn] 24/3/2024 09:32

More than quite good in my opinion. Excellent

[ukgeorge] 24/3/2024 08:10

https://youtu.be/eXfoWbe6ZxA?si=ACLyFwhhesQVoWzKQuite a good interview.

[l0ngterm] 22/3/2024 12:06

Was watching some of the MOM podcasts, and it seems that contracts with floors/ceilings are coming into play more and more, and whether WA like it or not Africa. A west/east cold front driving security over supply and smoothing the supply chain for pricing. Overall interesting times ahead, as for Ghana electioneering/politics it is never good for expediency, on the deal hoping that the partnerships pushes growth.

[lcwanderer] 22/3/2024 10:02

Ghana Stock Exchange listing, Parliamentary ratification of mining lease, MIIF final investment funding, Offtake agreement for part of remaining 50% and news of further resource increase.

As you say, all due in Q2 - which starts in 10 days! All very positive if you ask me.

[l0ngterm] 20/3/2024 09:23

Aha no, I got booted out just after the lease was granted, think i was deemed annoying/ negative by calling folk out about ratification being key and the noise about refineries scoping,blah. Some others on the other board also had similar experiences.

[pauliewonder] 19/3/2024 22:16

Don't suppose you have a link to the telegram group?

[l0ngterm] 19/3/2024 21:15

On the telegram group, I would guess. It's was defo a bit of an echo chamber!

[bigglesbingham] 19/3/2024 21:12

Think your right only me and you left ha ha

[bigglesbingham] 19/3/2024 07:15

The headlong on ADVFN their summary of the rns should read construction to start by end of year not production. But solid company just need lithium prices to increase. But adding at these prices. See a take out at 40p tbh.

[pauliewonder] 19/3/2024 07:12

Impressive results at Dog-Leg. Huge upside from here. This is a colossal resource.

[plasybryn] 12/3/2024 11:42

SP Angel on lithiumLithium prices rise again as data shows sliding output from ChinaSpodumene prices have risen again to $1,090/t in China.MySteel reports that carbonate production fell 4% wow to 7,200t.Smelter inventory is reportedly down 7.5% in China, with total China inventory down 1%.Trader inventory has risen 3%, suggesting an interest in stockpiling inventory.We note MySteel's data suggests trader inventory grade is sliding, with only 47% of inventories grading over 4%.Ken Brinsden of Patriot suggest this implies a rising percentage of ore coming from Africa.Bolivia looks to raise bond financing for lithium projectsBloomberg reports Bolivia is eying a bond issuance of up to $1bn for lithium extraction.The Economy Minister believes they will be able to access financing for 'green bonds.'Bolivian salt brines suffer from high magnesium concentrations, with commercial extraction yet to be managed.

[albert35911] 11/3/2024 18:42

It’s red sunshine you know it,though you won’t convince all the mugs on here,they are getting wise,learning by their mistakes realising who the desperate pumpers are,and yes I will have a good night.

[l0ngterm] 11/3/2024 18:38

Your feeling blue, it's ok tomorrow will be a new day fella. Hope you have a good night.

[albert35911] 11/3/2024 18:19

It ain’t and you know it.check opening and closing simple for some.

[l0ngterm] 11/3/2024 17:53

Looks blue, yip that's blue! Having a Blue Monday bert?

[plasybryn] 11/3/2024 17:43

Badge of honour.