CPL 0.00% 2.2¢ csl finance plc

hate to beat a dead horse..., page-9

  1. 109 Posts.
    Banksy,

    I don't have any new info. I have been out of the loop for a while now. I still have confidence that we will still see significant upside from here.

    As far as the capex, yes it is higher than the initial estimate of $580M from the PFS but the EBITDA has also increased by $200M per year. Great trade off in my opinion. Spending and aditional $300M to make another $6B sounds good to me.

    The BFS was all positive in my opinion. However all the positive info had been previously released. The only new info was the updated CAPEX and EBITDA which was kind of expected. I'm a little disappointed we have not heard anything regarding silkstone yet. I think that could be a real game changer if it proves to be econimically viable.

    From here, I think we wait for board approval and see what happens with financing/offtake aggreements. I imagine we will have a clearer picture sometime in Q2. As I said earlier, I am no longer in the loop. I would love to hear from Dangerboy and Buzzcut. They seem to have access to info that the rest of us don't. Also would like to hear Mikekiller's comments on what is next. Early on, he seemed to have info very similar to the info I had.

    I have been involved in CPL/CPT since it was 15 cents. I have done well and I would still be completely satisfied with a $3 buyout. I must admit, I am getting a little frustrated with this yo-yo SP that can't seem to hold $2.00. I really do hope it comes to an end soon with a sale. It has been a great ride but I think I'm ready to get off.... providing the price is in and around the $3.00 mark.

    Look forward to hearing everydody's take on what's next, especially the above posters.

    GLTA

    JGo
 
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