JLL

2.08%

23.5¢ jindalee lithium limited

Ann: MOU Executed with POSCO Holdings, page-36

First 36 Last

Share
Profile

Follow
oze_wolverine

2,628 Posts.

126

17/02/23

19:32

Post #: 66318992
Share

Originally posted by OFL8777: ↑

Friday afternoon and I'm bored, the following is just made up based on nothing

Let's say POSCO are happy with large scale test what sort of deal would LD likely make? Sell 100% for a bag full of cash or would he hold onto some of the LI for future growth? Personally I believe that past behavior is the best predictor of future behavior so like EME he will not sell 100%.

LAC has a NPV of $5B USD for Thacker Pass and mine cost of $2.5B USD then applying further discounts of 66.66% to the remaining $2.5B USD our little mine may be worth $800m USD. If we retain 10% and get royalties/dividends on that amount, the cash payment would be around $700m USD which is equal to $1B AUD. This amount would be taxed at 30% so the fully franked dividend would be $700m AUD or about $11.66 per share.

These numbers as so rubbery that you could use them as a trampoline, and the NPV must already factor in the mine cost but to get to what I believe is a reasonable position in make believe land where a fully franked dividend of $10 per share is paid out while retaining 10% of the mine with no further outlays.

My reasoning for the above is that they are looking for a PARTNER and not a buyer and regardless of the dividend paid being $2 or $20 per share, I think the above scenario in some form will play out as how do large holder in JRL best cash in the assets? past behavior maybe

Expand

"Personally I believe that past behavior is the best predictor of future behavior so like EME he will not sell 100%."

They were not allowed to sell 100% last time if memory serves.

Last edited by oze_wolverine: 17/02/23

JRL Price at posting: $2.70 Sentiment: None Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

WCN

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

BCI

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

ACW

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

RCE

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

CKA

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

SLS

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

BUX

Buxton projects new graphite province discovery at WA Narryer play

COD

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

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

NTI

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

There are more pages in this discussion • 18 more messages in this thread...

First 36 Last

Add JLL (ASX) to my watchlist

(20min delay)
Last 23.5¢		Change -0.005(2.08%)		Mkt cap ! $16.77M

Open	High	Low	Value	Volume
24.0¢	24.5¢	23.5¢	$15.45K	64.31K

Buyers (Bids)

No.	Vol.	Price($)
1	1524	23.5¢

Sellers (Offers)

Price($)	Vol.	No.
27.0¢	10000	1

View Market Depth

No.	Vol.	Price($)
1	1524	0.235
1	10000	0.230
2	24000	0.225
1	1000	0.215
2	19000	0.205

Price($)	Vol.	No.
0.270	10000	1
0.280	8000	1
0.295	4500	2
0.300	11699	3
0.310	10000	1

Last trade - 14.22pm 04/10/2024 (20 minute delay)

JLL (ASX) Chart

Ann: MOU Executed with POSCO Holdings, page-36

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

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

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

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

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

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

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: MOU Executed with POSCO Holdings, page-36

Top Stories

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

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

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

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Buxton projects new graphite province discovery at WA Narryer play

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

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

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News