Mick,
why would you spend
since Feb 2022 since the first phone call to ARL.
they would have started I suggest a year before that so let place start date of 2021.
it come on to there Radar.
so how many man hours how they placed into the project at this stage.lots
Again they have stepped up to the plate
placed 100 million dollars
for part of this project remember only pts had 1.36 million tons over 40 years for 800 million ebitda every year.
this is not a farmers project, where maybe 7 good years out of 10 year, this is every year.
so based on the size of the project which was 5.9 million
now with new tech that we OWN (ARL)patent pending in 150 countries
we have added 200 k tons to this massive project.
this new tech is a massive chip we can play in our negotiations for the other hubs
so we have placed in the hands of 2 majors with deep knowledge in this industry
680 k or 11% of the resource.
so in my eyes we have sold 480 k of nickel for 281 m into new company
35% of new company that we place no money into until spend is over 98.5 million
480 k is 8% of total resource we have NOW.
my value at completion of DFs is 3.3 billion
allow risk to be baked in to other 4.7 million tons say 30%
brings me to 2.4 billion
$12 per share
why would the Japanese go ahead
cause they will get 50% of the 800 m ebitda every year
that I suggest will be reinvested to keep unlocking the hub.
For 15%
there balance strength
there access to banks
what would they say to the Japanese government
what would the Japanese government say to the American government
There 4% money instead of 7%
what other credits they bring into the dfs
at the end of dfs both groups focus will be on bringing this project to life
SMM have guidance in place for 180 k of nickel by 2031
at 60k at present.
pulled out of project in dirty nickel territory last year.
where are they going to get the other 120 k from
where other regions do not meet the standard they have stated in the release.
Mick they are the chicken and the egg.
and humble they have chosen us to parnter for 40 years.
that is most people’s working lives.
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