When Alkane held DZP and its gold tenements, the Board was only mentioning a strategic sale of the DZP. The 20% strategic sale of the DZP to a likely offtaker was then valued at a percentage of that business units NPV. We will soon have revised figures for this. @subi1 has explained the most likely path to DZP finance. The shortfall will include loans and equity.
The metal plants are easily funded and there has never been discussion by management to sell them off.
My theory is that institutions and strategic organisations are taking position in ASM for the DZP as the optimisation study has excited the South Koreans who are helping is with renewable power and other efficiencies whilst reducing overall capital costs.
Future dividends, page-56
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Last
61.0¢ |
Change
-0.075(11.0%) |
Mkt cap ! $110.4M | |||
| Open | High | Low | Value | Volume |
| 69.5¢ | 69.5¢ | 60.5¢ | $558.3K | 888.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 42245 | 61.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 62.5¢ | 9026 | 1 |
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| Last trade - 16.10pm 24/07/2024 (20 minute delay) ? |
| ASM (ASX) Chart |