"Tali Resources WA Ltd plans to list (at this stage) with an IPO...

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blueskybaby

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27/05/25

20:03

Post #: 79210569
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Originally posted by Growler74: ↑

Tali owns 12% of WA1... but AMN owns 40% of Tali... so really AMN owns 4.8% of WA1 which, based on WA1 MC of 920m is $44.2m.

But there is also a deferred tax liability also.

In the end I just take the lazy option and take the $31.6m carrying value (net of deferred tax liability) of AMN's WA1 holding (as of 31 Dec 24) directly from this Corporate Update linked to this thread. SP of WA1 not a lot different between now and 31 Dec 24.

Obviously I would love it to be $72m as I am long and bullish on AMN... but the $38m is still pretty good!

As always, happy to have my numbers corrected if I've made any mistakes.

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"Tali Resources WA Ltd plans to list (at this stage) with an IPO valuation of $24m. $7.5m of which will come in the IPO (hopefully). Giving the Pre-IPO value at $16.5m."

60% of 12% is 7% which at about $900 is $64.8M

I'm talking about Tali's valuation I tink you are talking about AMN's but we already know that bc it is tied to the price of WA1 (sort of)

Investors should note that most of the 3 wa1 founders share in wa1 is held in Tali.

Last edited by blueskybaby: 27/05/25

AMN Price at posting: 7.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 7.5¢		Change 0.000(0.00%)		Mkt cap ! $28.63M

Open	High	Low	Value	Volume
7.5¢	8.0¢	7.5¢	$1.62K	20.73K

Buyers (Bids)

No.	Vol.	Price($)
1	33865	7.1¢

Sellers (Offers)

Price($)	Vol.	No.
7.3¢	3343	1

View Market Depth

No.	Vol.	Price($)
1	33865	0.071
1	285714	0.070
1	200000	0.067
1	10489	0.066
2	230000	0.061

Price($)	Vol.	No.
0.073	3343	1
0.081	45000	1
0.082	18750	1
0.090	61561	3
0.100	247106	4

Last trade - 11.24am 17/06/2025 (20 minute delay)

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