Ann: Merger Presentation, page-318

First 318 Last

Share
Profile

Follow
Gollada

1,962 Posts.

553

03/10/23

08:00

Post #: 70139500
Share

Originally posted by sabine: ↑

Hi RhysT
… considering I have been scoffing at the idea RCF VII was interested in taking the merged companies private my curiosity was piqued when I discovered the RCFA corp had been set up (by or via RCF 7!!) to focus on new energy buy outs etc and was merrily trading without yet purchasing any asset although a single target - a “business combination”- had been identified.
spoiler: Revisiting some info on this

Is it the junior vanadium companies near Meekatharra WA that this fund was set up for?
No I think not.
Shareholders (of AVL?) would surely have been informed if a non binding offer of intent to buy from RCFA had been signed with someone last March 14? [as per highlighted section in earlier post here].

(And if the conspiracy theorists want to believe it WAS signed but the leaders have kept it secret then they can chew over the fact that the money that seems to be available - up to US$250,000,000 - is a good sight more than the $217,000,000 Australian valuation of the proposed merger; so RCF7 probably won’t be trying to run the price down !)

And as you say if such a deal was even remotely on the table, then surely it would impact all other expected events!

cheers

Expand

your own research seem to indicate the following: "RCFA corp had been set up (by or via RCF 7!!) to focus on new energy buy outs"

Even if RCF doesn't run the price down and buy the merged entity for 217 M at today's SP, is that a outcome we were hoping for when we invested in AVL?

Don't think a lot of Shareholders will want that.

TMT Price at posting: 27.5¢ Sentiment: None Disclosure: Held
3 Upvote

1 Great analysis

Reply

Top Stories

ASX Market Close: Middle East War rattles investors | June 23, 2025

SFX

Sheffield Resources spruiks 'pleasing' maiden MRE at South Atlantic Project

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Uranium ignites: Is this the start of a supercycle?

Markets were expecting Trump to bomb Iran. It's just another new normal

First 318 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

Ann: Merger Presentation, page-318

Top Stories

ASX Market Close: Middle East War rattles investors | June 23, 2025

Sheffield Resources spruiks 'pleasing' maiden MRE at South Atlantic Project

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Uranium ignites: Is this the start of a supercycle?

Markets were expecting Trump to bomb Iran. It's just another new normal

Featured News