Dakota, Diskussion in Germany

A valuable contribution from Germany
Look at times in Germany and help us further, so that here more clarity comes.

http://www.wallstreet-online.de/dis...thiumplayer-europa-dakota-minerals-wkn-a12hjq

Link:

http://europeanlithium.com/wp-conte...Lithium-research-Deutsche-Bank.compressed.pdf

In short, 1 € is on the view of 1.2 years maybe a little high, I would already look over 0.2 €. Am synonymous only a complete layman and therefore can only summarize a few things, which were already linked in the thread and perhaps a few additional links from Google with reinmischen. In the post there are many pictures from the DKO presentation and from a 179-page study by Deutsche Bank, see also here, which is probably obligatory for lithium investors, if one has the time to do so. On the lithium occurrence from the presentation: Directors and Management Performance Rights. Definition of the resource via DKO projects: Tranche 1: 6.625.000 - 7.5mt Resource @ 1.0% Li2O at 29/11/2018, Tranche 2: 3,312,500 - 15mt Resource @ 1.0% Li2O at 29/11/2019 , Tranche 3: 3,312,500 - 30mt Resource @ 1.0% Li2O from 29/11/2020 That was at the time in the thread consulted, but is in hindsight absolutely nothing. These are only bonus payments made when the specified grade and resource estimates are created according to the JORC standard. From this perspective, the issue of additional shares on February 24, 2017 makes much more sense. These are bonus numbers with respect to tranche 1. This means that Dakota now has at least 7.5 Megatons Resource @ 1.0% Li2O, but all DKO projects (?). Assuming that Sepada is the only project, so that affects Sepada. Argonaut even quotes "10.3Mt to 1.00% Li2O and 0.05% tin", which I could not find directly in the releases of DKO. The German bank lists only LiCO3, which is probably the usual intermediate state between promotion and battery production: Why does the f* the graph two y-axes, which are supposedly both US $ / t? What shoud that? I also do not know what is relevant to DKO, 99.5% or 98.5%? The following extract is given in the DKO presentation: Apparently the 98.5% lithium is not relevant for DKO and apparently the left y-axis is correct in the graphics of Deutsche Bank. The conversion factors are not determined unambiguously but LiCO3 weighs 73.888 g / mol and LiO2 weighs 29.879 g / mol so that 1 kg of LiO2 is converted to 2.47 kg of LiCO3 which corresponds to the data, so they are mass conversion factors , 3 Mt LiO2 resource are 25.4e6t LiCO3 are available at the current price at about 16000US $ / t then 407 056e6 $ = 407 billion $ ... ... What simply sounds a lot to me even though I consider that it is just selling and in No way profit How do I get the profit from it, I do not know. In your statement to the European lithium (EUR) Quote from enjey With European lithium is spoken of 18 million tons of lithium, which can flush up to 2 billion into the cashes. Missing source. But apparently the 18 million tonnage has its origin at the ORF from 2017-03-06, but I can not find that in the announcements of EUR on ASX. Also, it does not show how the 18 million tonnes of lithium are present. It is hardly as ions as it sounds. Probably back up lithium oxide, so the market price would be my bill after $ 711 billion. This in turn would mean a profit of 2.8 per thousand. Based on Dakota Minerals, this would likely be $ 1.1 billion profit. But this value does not help us because I have no information about how long these profits are generated, so I could not calculate KgV. Besides, I would not know what normal KgVs are in the lithium sector. KgV's large lithium producers: - Albemarle: 10-25 - Soc Quimica Minera de Chile: 15-35 - FMC: 20-35 - Orocobre -2? The whole Explorer has any negative KgV. Unfortunately I do not really know what the big producers have so for deposits and how much so reduce the market capitalization vlt. Directly. Just a dumb Pi-time thumb calculation: I think I had read somewhere (... quote needed) that Sepada can so produce for 5 years. That would be a $ 200 million profit per year, with a KgV of about 20 then a market capitalization of $ 4 billion, which seems to me much too much because it corresponds to the market capitalization of the majors and the only Sepada, a project of ~ 10 of DKO. By then (2020), 363,779,879 shares and 2,750,000 + 2,437,500 + 16,625,000 + 9,250,000 + 3,312,500 + 3,312,500 options circulated according to the issue announcement of 2017-02-24. Here I must again say that because of my own experience I am not sure how this works with options, but as I understand, you can ever convert an option into a stock, which is 401,467,379 shares, so the stock price is then about 10 $. Again warning: everything rather pushed, no experience, course of DKO has been with the Sin for years