https://twitter.com/QLDPacificMetal
https://t.co/95FUckQ3ge
18mins with the good doctor:
QPME
- Very conservative earnings from MGP
- Fixing up the asset - low hanging fruit (change/calibrate pressure gauges, connect flares that are a very short distance from gathering pipelines)
- More respect for the high quality workforce in place
- While a lot, it's pretty straightforward stuff to do to fix up the asset and turn it around to be cash positive in 12 months
TECH
- Ore + gas + DNi = high purity (pharmaceutical grade) battery minerals
- Significant gas user, moderate (40MW) electricity user
- Ni 65% & Co 15% of revenue
- Ni & Co batteries are the most advanced/highest density type
- Growth in EVs/battery nickel demand is mind blowing (CAGR 30%+/year)
- POSCO/LGES wanted all of output, QPM said no
- GM very thorough DD, said we want exclusivity for remainder of S1 production & all of S2, stop talking to other people
- DD process from debt providers requires higher level of risk management due to layer of novelty
- Capex quotes were gathered at very volatile time
- CR will take us through to ''complete everything we need to''
- TECH project revision slips only a few months to early next year
- Painful to do the raise
- EU announced draft regs around EV battery supply chain last night > there will be nowhere to hide if you are a dirty producer
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- ASX - By Stock
- Associated News
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Last
4.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $90.56M |
Open | High | Low | Value | Volume |
4.5¢ | 4.7¢ | 4.3¢ | $195.1K | 4.345M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 173600 | 4.4¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.5¢ | 426701 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 173600 | 0.044 |
7 | 550527 | 0.043 |
2 | 342500 | 0.042 |
2 | 352243 | 0.041 |
8 | 937500 | 0.040 |
Price($) | Vol. | No. |
---|---|---|
0.045 | 426701 | 3 |
0.046 | 109394 | 2 |
0.047 | 35481 | 1 |
0.049 | 100000 | 1 |
0.050 | 388516 | 3 |
Last trade - 14.28pm 03/05/2024 (20 minute delay) ? |
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Last
4.4¢ |
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Change
0.000 ( 3.93 %) |
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Open | High | Low | Volume | ||
4.6¢ | 4.7¢ | 4.4¢ | 3091964 | ||
Last updated 15.08pm 03/05/2024 ? |
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