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
- Forums
- ASX - By Stock
- Associated News
https://twitter.com/QLDPacificMetalhttps://t.co/95FUckQ3ge18mins...
- There are more pages in this discussion • 1,354 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add QPM (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.3¢ |
Change
-0.001(2.94%) |
Mkt cap ! $83.18M |
Open | High | Low | Value | Volume |
3.4¢ | 3.4¢ | 3.3¢ | $193.7K | 5.802M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 1903134 | 3.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.4¢ | 829997 | 3 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 1757223 | 0.033 |
17 | 1875268 | 0.032 |
10 | 1654024 | 0.031 |
19 | 2316330 | 0.030 |
4 | 950813 | 0.029 |
Price($) | Vol. | No. |
---|---|---|
0.034 | 429997 | 2 |
0.035 | 220651 | 5 |
0.036 | 445708 | 3 |
0.037 | 313200 | 2 |
0.038 | 898000 | 4 |
Last trade - 16.10pm 07/06/2024 (20 minute delay) ? |
|
|||||
Last
3.3¢ |
  |
Change
-0.001 ( 2.08 %) |
|||
Open | High | Low | Volume | ||
3.3¢ | 3.4¢ | 3.3¢ | 1008901 | ||
Last updated 15.54pm 07/06/2024 ? |
Featured News
QPM (ASX) Chart |