Share Name Share Symbol Market Type Share ISIN Share Description
Salt Lake Pot LSE:SO4 London Ordinary Share AU000000SO44 ORD NPV (DI)
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 33.50p 33.00p 34.00p 34.00p 33.50p 33.50p 6,882 11:00:13
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Industrial Metals 0.0 -5.4 -3.9 - 58.64

Salt Lake Pot Share Discussion Threads

Showing 51 to 75 of 75 messages
Chat Pages: 3  2  1
DateSubjectAuthorDiscuss
15/5/2018
08:31
The MOU with Mitsubishi surely gives positive signals for financing of the pilot plant. The pilot size is big enough to provide a positive cash flow after borrowings. All IMHO and dyo.
aspex
11/5/2018
10:12
Worth the effort to read this report hTTp://www.alignresearch.co.uk/wp-content/uploads/2018/05/Salt_Lake_Potash_Align_Initiation_8th_May.pdf Align have it as a conviction buy at 132p!
aspex
10/5/2018
09:15
Dipped a toe in here. Already holding on ASX.Progress though not certain seems very likely in view of good markets available for the product.
aspex
30/4/2018
08:11
Quarterly report out. This is going places. L.
lenses
09/4/2018
10:19
An important point in today's announcement is this line following the words "MOU's other terms include...": The parties to continue discussions regarding funding requirements for the GSLP. So how much will Mitsubishi contribute to the pilot plant to get it off the ground? In April last year the cost of the pilot plant was given as US$35 million. The company also said they would start construction in 2017 and harvest first salts in 2018. So there has been some slippage. But with today's announcement plus the recently announced collaboration at Lake Way things may start to move forward with some specific details, especially dates, partners and costs.
mikkydhu
09/4/2018
09:01
RNS: MOU signed for half demo plant production - Mitsubishi. An understanding that there is very little in the way now before SLP will soon become a producer of SOP.....and may become a very significant global player with that, may just be starting to dawn. Study showing 400kt/y production feasibility from one lake. Nine lakes licenced! L.
lenses
28/3/2018
07:58
290 -458mt of SOP in Goldfields. Sells at $600+ per tonne. RNS. L.
lenses
16/3/2018
10:21
Aye Pre, they are building a mine, inevitable it'll cost. I guess what is being evaluated here is how much and how quick will be the payback. The MOU has great potential to accelerate there fmu. ATB. L.
lenses
16/3/2018
09:36
what's the reason for the reduction of circ. $5m in cash & cash equivalents in 6 months from 30 june 17 to 31 Dec 17?? That's some cash burn imo!!
pre
16/3/2018
08:22
Rising strongly on results rns. Overnight on Aus = 35p. DYOR. L.
lenses
15/3/2018
10:10
Pushing ahead now. Thin trade, pure buys, tightly held. DYOR. L.
lenses
12/3/2018
08:20
RNS MoU with neighbouring co offering significant synergies. Great potential with this co, PDYOR. L.
lenses
15/2/2018
16:57
Just to mention that Salt Lake Potash will have a stand and be presenting at our huge Mello2018 event in Derby on 26th April and all shareholders and potential investors are welcome to attend Http://mello2018.com/index.html Salt Lake have never attended or presented at a Mello event before and we are very pleased to welcome them so this is an ideal opportunity to meet the management and hear about their strategy. Do come and join us at this quality two day event and there will be at least 35 other companies to meet each day plus some fabulous keynote speakers.
davidosh
11/2/2018
08:32
I attended the Share Talk event yesterday evening in Manchester. It was a very impressive presentation and SO4 is now firmly on my list for further research. The only reservation for me at this stage is the level of funding required to upscale and what structure this will take.
griffin81
01/2/2018
16:44
The quarterly update is an epic read. And having read it, I'm actually no wiser. they need an executive summary, with a link to the detail. Can anyone advise whether it's good news or bad news please? I have seen some cost reductions, so I suppose we must err on the side of good news. But they need to make things much clearer. Btw, I hold. GLA TFC
the fat controller
29/1/2018
14:03
Looks to be finding a floor. L.
lenses
02/1/2018
19:30
From Upandover on LSE Lots of newsflow to come on this one for 2018. Personally I am expecting we shall see the following: Institutional Investor buy in (there are II’s holding here already) before funding of demonstration plant Funding for Demonstration plant (not expecting dilution on this) Contracts and construction of plant 2Q18 Offtake agreements, if not already announced as part of funding for demonstration plant Updates on construction milestones. There are a couple of broker notes worth reading. Based on the demo plant they have targets of 56pps to 63pps, which is a minimum of a bag. But that overlooks a pertinent point. Getting in at this price means more shares for the eventual exit which will be way higher than that one bag, getting in now willl double my profits at the eventual exit price over getting in once it has bagged as I will have double the number of shares. This one is a no brainer, resource is there, easy extraction, world class management (done it before many times, including 100 baggers), guaranteed market, premium product, I could go one and on. But given news will start soon, I am expecting some good things starting here…. Forgot to add the Shorecan valuation (below), worth noting this is just for Lake Wells, they have a total of 9 lake beds to extract SOP from (remember SOP is more valuable than the much more common MOP). Given the scale of the resources it is easy to see why a buy out at 20X current m/cap is my target after the demonstration plant is up and running "Valuation: significant upside potential Our ‘base’-case post-tax FY2018 NPV10% valuation for Salt Lake Potash is £259m (114p/share FD). This valuation considers primary SOP production at Lake Wells only, based on the lake’s current resource estimate. It does not provide the potential for production of co-products/by-products, ‘secondaryR17; SOP production from Muriate of Potash (MOP) conversion, renewal of SOP resources as a result of brine recharge, or production from the other lakes in the GSLP. " From the Shorecap research Note, 17th Nov 17
trollhunter
31/12/2017
13:15
From Upandover on LSE I.Hear, I met Matthew Syme and Jo Battershill, who went through the company presentation, and lots of Q&A. There were only a few investors there as it was in invitation only job at the company brokers. A few take away things are: The company reckon they would be valued at 150pps if the same value metrics currently being applied to SXX, were applied to SO4 A lot of people use the term ‘Potash’ generically, however due to the chemical composition each product is used differently, e.g. SXX had a study done using their product on American potatoes, whereas for SO4, Matthew had just returned from a conference in Southern Spain when I met him, where their target market (part of) grows high value fruit in endless poly tunnels and greenhouses. There is effectively a cartel amongst the suppliers of the product SO4 will produce, 5 main global suppliers. Matthew thought there was little chance they would get to full production, they will be bought out by a connected company to the cartel. The premium product they will harvest is far superior to the MOP which is most prevalent The team, and guy behind this is very impressive, Ian Middlemas runs Apollo Group, which is a stable of mining companies (SO4 is a part of it), so they are mining minerals, including potash obviously, all over the world. Ian has previous for 100 baggers and this looks to have significant multibagger potential. The management team has a significant stake, their interests are aligned They have very good institutional awareness and support, mainly due to the reputation of Ian This is very low risk due to the backing of Ian and Apollo The overhead in harvesting the SOP, now the pond model has been verified, is very very low, so high profit margins. There is more, and you guys will know a lot of this, once I have had a chance to read over my notes, I will update.
trollhunter
11/12/2017
20:59
It appears that lake Way has the potential to double up the size of this mining operation. L.
lenses
24/11/2017
18:52
Beaufort has initiated coverage as well as Shore Cap and Cenkos. Target price 57 pence from Beaufort. I met the Chairman this week in London for a one hour discussion/update. DYOR. This looks very interesting to me and I increased materially over last few months. here is a link to beaufort research note https://goo.gl/L6wDn8
eswr
31/10/2017
12:55
Good update in today's RNS: "During the quarter, the Company achieved a very important milestone of completing successful validation of the final major technical foundations for production of Sulphate of Potash (SOP) from the Goldfields Salt Lake Potash Project (GSLP)."
wwick
28/10/2017
19:16
#SO4 valuation - - - Https://twitter.com/WWICK_HG/status/924336974365851648
wwick
28/10/2017
18:02
#SO4 could bag on pre-feasibility - Https://twitter.com/WWICK_HG/status/924320002987167744
wwick
27/10/2017
14:57
13% up since the 'ponds' RNS. Starting to get noticed. Long may it continue. L.
lenses
23/10/2017
10:26
New presentation on SO4 website & Lombard Odler Asset Management increase holding ....all good
wwick
Chat Pages: 3  2  1
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