thinking same and it is frustrating. but I am confident there will be JV deal.
no matter how incompetent the BoDs and the MD are, the Chair is not suicidal, and he probably knows going solo will be destroy his investment.
SS will most likely produce attractive metrics and all JV suitors are waiting to see the outcome of this SS. These guys will then run their own assumptions to see what the metrics look in those scenarios and then make offers.
My call is we will see JV between July and Sep and it will be cash payment for around 80% ($150 - $200m) and ALK to keep around 20% but the JV partner to fund the development from there on.
my view.
Ann: Revised Kaiser Resource Est Improves Confidence and Grade, page-106
-
- There are more pages in this discussion • 34 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ALK (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
57.0¢ |
Change
0.035(6.54%) |
Mkt cap ! $343.9M | |||
| Open | High | Low | Value | Volume |
| 53.5¢ | 57.0¢ | 53.0¢ | $1.243M | 2.231M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1869 | 53.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 57.0¢ | 30258 | 1 |
View Market Depth
| Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
| ALK (ASX) Chart |