Salt Lake Potash Share Discussion Threads

[noirua] 07/11/2020 13:32

Evil Knieval at play on the sporting scene this November 6:

[noirua] 21/10/2020 11:51

Evil Knieval at play, over the hurdles:

[homebrewruss] 19/10/2020 13:21

New proactive interview


and vox markets podcast:

[lord mandelbaum] 16/10/2020 09:31

Excellent share price rise and that detailed RNS gives sooo much confidence they know what they are doing.

Tony Swiericzuk to do the usual round of update videos soon, perhaps?

[1234gold] 16/10/2020 08:22

For those that have meandered around the edges on this one, its now time to get real. Load up...

[gwendoline] 16/10/2020 07:39

Very impressed both by their presentation and the depth of their report to us as investors. Will definitely be increasing my stake in this very professional company.

[parsons4] 16/10/2020 07:02

Quarterly report out this morning, wow a real company, I have decided to increase my holding on any setback !!

[adorling] 14/10/2020 07:18

The corporate video is superb also...

[parsons4] 14/10/2020 07:00

The new presentation is excellent, a great long term hold

[markstevenkirby80] 12/10/2020 07:26

I'm in come now ££

[1234gold] 09/10/2020 10:19

K+S just sold its US salt business for 12.5x EBITDA. If SO4 is forecasting c.$110m pa, does that make it worth A$1.4bn (or A$2.35/sh) ?

Why not...

[thescoop] 09/10/2020 10:11

Looking good here. Enjoy the ride all!

[ukgeorge] 09/10/2020 09:23

Happy days roll on 50p :)

[dartboard1] 07/10/2020 12:49

Agree, if they stay on budget, don't issue more shares and hit production targets... 50pOnce production starts valuation then links with commodity price and new lake development

[1234gold] 07/10/2020 11:07

A$0.80/sh by 31 Dec.

[richardjohn10] 07/10/2020 10:54

What's prediction for share price then?

[dartboard1] 07/10/2020 10:11

No problem, if you go to the Q3 APC deck theres a good peer comparison with So4 and Kalium. Page 10

[lord mandelbaum] 07/10/2020 09:36

Thanks for the correction Dartboard! (Too much time looking at charts and not enough looking at numbers).

[dartboard1] 07/10/2020 09:03

You're looking at pre-tax NPV... post tax APC (Australian Potash Ltd) Lake Wells is $441m. Salt Lake Potash is different company from the article, our post tax NPV is $469m .. higher than MC of $300m, but then there is execution risk, and about 20% of outstanding shares to be diluted. But if it works, then I agree, the other lakes will add value in time.

[lord mandelbaum] 07/10/2020 08:24

Valuation: this article states NPV of $664m Aussie. Current market cap is $303m Aussie. (Lake Way only)

hxxps://stockhead.com.au/resources/australian-potash-eyes-q1-for-lake-wells-sop-investment-call/

The Aussie stock chart looks northbound to me and the volume is progressively chewing through the extra liquidity. Personally, I'd be disappointed not to clear the previous highs of 80c Aussie and 50p by production early next year.

Upon successful execution of Lake Way, additional timely news about the other lakes should then propel us higher.

[homebrewruss] 06/10/2020 18:42

Lake way virtual site tour

[richardjohn10] 06/10/2020 15:49

What price would you say is fair value on this once production starts in Q1?40p?

[kwabster2] 06/10/2020 08:27

I noticed the volume is alot higher these days which is a good sign. Today was roughly 1.3 million

[ukgeorge] 06/10/2020 08:25

slowly heading back in the right direction

[kwabster2] 05/10/2020 08:09

Wrong post sorry