"..I can't see many doing JV with ALK and let ALK have any say in JV, ALK are too Mickey Mouse Co." - if ALK insists on 50/50 JV then I can't see anyone doing it either.
But I think it will be 80/20 JV where the partner buys 80% of NMPP and funds it to production with some caveats to protect ALK in case the JV partner blows the budget - if ALK are smart enough to do this.
80% for NMPP anywhere between $150m and $200m will be fair price - in my view.
If ALK finds more at NMPP then things change. Hope they do produce good news from one of the NMPP areas they drilled. Good results from two areas will be great.
@Dublin11
"..I can't see many doing JV with ALK and let ALK have any say...
-
- There are more pages in this discussion • 110 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ALK (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
54.0¢ |
Change
0.005(0.93%) |
Mkt cap ! $325.8M | |||
| Open | High | Low | Value | Volume |
| 54.0¢ | 55.0¢ | 52.5¢ | $364.8K | 682.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 47380 | 53.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 54.0¢ | 51666 | 1 |
View Market Depth
| Last trade - 16.10pm 16/07/2024 (20 minute delay) ? |
| ALK (ASX) Chart |