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rusty182

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29/04/21

19:55

Post #: 52824548
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11. Evaluation
We evaluate projects on a regular basis. To help improve our operational performance, annual evaluations are conducted based on a stratified random sample of projects that have reached early operating maturity.

12. Closing
We close our books on the project when the investment is repaid in full or when we exit by selling our equity stake. In specific cases we may decide to write off the debt. Our goal is to help the client reach a high level of sustainability that will continue long after our involvement has ended.

IFC investment lifecycle

Originally posted by sf120: ↑

Thanks for the info jackmac
It feels odd they would exit before sml or any notable gain in share price, after all them exiting at a discount is to the benefit of the buyer and I doubt anyone's business model is to give away profit making opportunities. Can't say I can subscribe to that theory on the 58m cross trade but interesting line of thinking. Personally I think the 58m is simply a transfer between subsidiaries of the same company (I.e admin)

Regardless however the Investment case remains the same.

In particular, the risk return on pek with a construction ready operation priced at 168m with a government already highlighting its ready is simply outstanding. Beats keeping cash in the bank.

Just a matter of when, not if in my opinion

Nice to see ndpr basket price that high at 89! The bfs was done at 42 and if we recall the sensitivity analysis the Npv is closer the 1b US! At 168m market near derisked from development status and a good funding environment, I'd give it a min of 25 percent value attributable to Npv which is 320 market cap - that's mind boggling value risk return numbers.

So Tanzania much like Malaysia for lynas simply has to get on with it regardless of the politics

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PEK Price at posting: 9.3¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

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