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PAN

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My view every thing has go without hiccups l just think with...

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sainter58

1,166 Posts.

27/07/23

15:13

Post #: 69017326

Originally posted by Megamao: ↑
First-time poster here. I brought into this CR based on my discussion with my broker.

PAN is purely a green transition play in my book, still may fail but with this $40m injection and extended debt deadline by 12 months ($45m with SPP) I will give this BOD the benefit of the doubt and gamble with money I can afford to lose.

I am posting some of my observations here and welcome all constructive feedback.

1. Rollback. I bid via CG and received 52% of what I wanted, friend got 47% via 180 markets. So this CR is well supported.
2. 50% of my allocation will arrive next Tuesday and the rest after EGM so it is in our interest that PAN does well.
3. Whilst nickel prices have dropped this CY, we expect it to stabilise and improve due to China ramp up policies to support domestic consumption and car manufacturing is a strong pillar in Chinese economy https://www.cnbc.com/2023/07/25/chinese-stocks-rally-as-beijing-vows-measures-to-boost-weak-economy.html4. the numbers /forecast is sound
5. Q1 FY 2024 due Oct will be the one to watch for.

1 Nickle Concentrate Sale (t) 7000
2 C1 Cost Per Pound ($A) 11.00
3 Nickel Price /lb ($A) 15.00
4 Nickel Payables Price /lb ($A) 13.50
5

6 Revenue $A (m) $207.9
7 Operating Costs $A (m) $169.4
8 Other Expenses $A (m) $7.0
9

10 EBITDA $31.5

Expand
My view every thing has go without hiccups l just think with mining. Sooo many unseen s. Eg weather markets. L don’t reckon 30 m net is just. With expenses based on 170 m Am holding but not investing any more Wish us all well . Dyor.

PAN Price at posting: 5.6¢ Sentiment: Hold Disclosure: Held

Upvote

0 Great analysis

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1	Nickle Concentrate Sale (t)	7000
2	C1 Cost Per Pound ($A)	11.00
3	Nickel Price /lb ($A)	15.00
4	Nickel Payables Price /lb ($A)	13.50
5
6	Revenue $A (m)	$207.9
7	Operating Costs $A (m)	$169.4
8	Other Expenses $A (m)	$7.0
9
10	EBITDA	$31.5

My view every thing has go without hiccups l just think with...

Top Stories

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

BCI reaches close of funding facility for salt-first part of Mardie project

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Buxton projects new graphite province discovery at WA Narryer play

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