MNB minbos resources limited

4.44%

4.7¢

Ann: Cabinda Phosphate Finance and Sales Update, page-772

First 772 Last

Share
Profile

Follow
Merchant2000

25,060 Posts.

987

10/06/25

13:25

Post #: 79377676
Share

Originally posted by chuk: ↑

As usual, the two downrampers are spamming the thread with posts that take the focus away from both the recent update and how the sp is responding.

"Sales interest for Cabinda Phosphate fertilizer continues to increase following the commitment of funds by the Angolan Sovereign Wealth Fund1, the commencement of Phase 1 construction by Arliz2 and the revised term sheet from Banco BAI.3
• Firm interest has been received for both export and domestic sales commencing next year and extending for three years. Domestic interest includes distributors and food aggregators"

"The Company has consulted with IDC and Banco BAI throughout the sales process and both institutions have expressed support for the quality of customers, broad customer base and inclusion of both domestic and export markets."

"Fundo de Garantia de Crédito (“FGC”), has indicated it will provide Banco BAI with a credit guarantee for the facility at additional cost to the borrower of 2% interest. Banco BAI will now invite FGC to participate in the loan facility negotiations that are currently underway, as both will be signing parties to the loan agreement."

"International Development Corporation (“IDC”) US$14 Million Debt Facility Targeting first drawdown by July 2025, subject to final Conditions Precedent being completed, further updates include:
• Angolan Sovereign Wealth Fund US$10 million equity subscription has satisfied the Condition Precedent for an equity investment.
• Once signed, the Banco BAI Facility will satisfy the term loan facility Condition Precedent.
• The offtake Condition Precedent is currently being updated by the IDC in line with the Company’s sales and marketing strategy to diversify away from a single customer strategy to a broad base of export and domestic sales, with the 120,000ktpa expected to be satisfied from a mix of export markets and domestic distributors and food aggregators."

Sp since the update has climbed from 3.7c to 5.3c currently. Up 43% but still only a market cap of $51mill versus a DFS, after tax NPV to Minbos of around A$300mill at current TSP prices, leaving a very big ( 6X ) upside potential to positive funding news.

Expand

Up 43% but still only a market cap of $51mill versus a DFS, after tax NPV to Minbos of around A$300mill at current TSP prices, leaving a very big ( 6X ) upside potential to positive funding news.

Your words not mine

re read it and interpret it as written

At this point in time a MC of $50m is well over bought and not sustainable - critical timelines in serious doubt

News ahead will determine MC and adjust accordingly

Last edited by Merchant2000: 10/06/25

MNB Price at posting: 5.3¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

FTL

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

ASE

Astute delivers high-grade lithium hits at Red Mountain

Most investors will get this earnings season wrong. Will you?

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

RNU

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

SGQ

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

First 772 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.

(20min delay)
Last 4.7¢		Change 0.002(4.44%)		Mkt cap ! $45.82M

Open	High	Low	Value	Volume
4.5¢	4.7¢	4.4¢	$10.31K	227.4K

Buyers (Bids)

No.	Vol.	Price($)
2	65769	4.4¢

Sellers (Offers)

Price($)	Vol.	No.
4.7¢	161853	2

View Market Depth

No.	Vol.	Price($)
2	65769	0.044
4	179254	0.043
4	337244	0.042
4	48850	0.041
5	580000	0.040

Price($)	Vol.	No.
0.047	161853	2
0.048	120718	3
0.049	104134	3
0.050	260795	6
0.051	200000	1

Last trade - 16.10pm 25/07/2025 (20 minute delay)

MNB (ASX) Chart

Ann: Cabinda Phosphate Finance and Sales Update, page-772

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Astute delivers high-grade lithium hits at Red Mountain

Most investors will get this earnings season wrong. Will you?

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Cabinda Phosphate Finance and Sales Update, page-772

Top Stories

Firetail scoops up untested land around Excelsior – including juicy mineralisation target

Friday's HotCopper trends: Renascor concentrate, Larvotto raise | July 25

Astute delivers high-grade lithium hits at Red Mountain

Most investors will get this earnings season wrong. Will you?

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Renascor produces graphite concentrate at Siviour, right on time to meet ex-China demand

What is going on here? Watch out for DroneShield, Pure Hydrogen, and Nel ASA

ASX Market Close: Fading miners drag bourse as iron ore price slumps | July 25

St George banks $5M from placement to ramp up Araxá Rare Earths Project

Rokeby, BHM, more: The 10 hot stocks HotCopper users watchlisted in Week 30

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News