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nudeman40

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04/08/21

12:14

Post #: 55020809
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Originally posted by Pie-O-My: ↑

Listening to Justyn yesterday I get the feeling that shortly, the market may start to wake up to what we've known all along @ '''Rocket''. Things are progressing...

As discussed, the decision not to supply the gas retailer with an offtake a few years ago will end up being a good one. A big call for a small cap to turn down $6 g/j and 100's of millions in revenue per annum.

Did you hear the mentioning of a deal/offer for 100% debt finance, and another one for the 30%..? I'm sure he said that one had a rate of under 3% and the other 4-5%. Don't quote me - I've asked for a recording, so hopefully we can share with everyone else.. I wish I took notes, but home schooling/working made this challenging!

If they got to production with 1 billion shares on issue, and applying a multiple of 10, based on the projected urea prices, this could give a $4 share price in production. Adjustments will need to be made for the strategic partner/s, and it appears this could be done through a project sell down or farm-out, as opposed to a dilutive equity stake. So if for example the partner buys a 30% stake of the project, they will get 30% of the profits, as was also mentioned yesterday.

I'm interested to see what the 'partnership' with Daelim entails.. I know there was a question as to whether Daelim could help set up the retail distribution network. Justyn's response was priceless..

I'd also be keen for a drink with some Creekers when lockdown is lifted @nudeman40, just as long as you're dressed appropriately..

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. Brilliant pie.

LCK Price at posting: 13.3¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 0.9¢		Change 0.000(0.00%)		Mkt cap ! $17.12M

Open	High	Low	Value	Volume
0.9¢	0.9¢	0.9¢	$5.65K	627.8K

Buyers (Bids)

No.	Vol.	Price($)
7	3688991	0.8¢

Sellers (Offers)

Price($)	Vol.	No.
1.0¢	3365527	7

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No.	Vol.	Price($)
7	3748591	0.008
6	5204968	0.007
1	1000000	0.006
5	4027010	0.005
4	3128750	0.004

Price($)	Vol.	No.
0.010	3365527	7
0.011	5694111	7
0.012	699921	3
0.014	42500	1
0.015	1000000	1

Last trade - 10.18am 12/07/2024 (20 minute delay)

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. Brilliant pie.

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. Brilliant pie.

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