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12.5¢ lindian resources limited

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glory

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11/12/23

17:48

Post #: 71389791
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Originally posted by Booash: ↑

Here's an opportunity

Barry Fitzgerald penned his latest piece about MEI on Friday: "assessing what was the best mining discovery of the year has been made all the easier by the conga line of broker and investment bank analysts singing the praises of Meteoric (ASX:MEI) and its Caldera ionic clay project in Brazil":

MEI's projected financials (first production 2027, capex US$/200m, opex $US 30/kg (real) of contained NdPr with NPV of 44c based on NdPr price of $US85/kg.

Also "we believe Meteoric's project requires a NdPr price of about $US50/kg to earn a greater than 15% IRR, well below hard rock greenfields projects that need $US 100/kg".

Now the U6 Koalas don't really have a proper management structure as they're just a rag-tag group of mums and dads but even one of the 95 year old grandmothers on the sideline suggested that given all the publicity of the MEI story and Barry Fitzgerald's latest article, wouldn't it be good if Lindian had an astute person (somewhere) to publish a comparison of Lindian's projected profitability versus MEI (especially as they are saying that hard rock NdPr projects needs $US 100/kg to match MEI's IRR from $US50/kg)?

But, silly me, I'm sure that our management is already on to this opportunity and we'll see the results any day now?

Good marketing is especially about taking advantage of tactical opportunities to generate cost effective awareness and interest.

It can be a bit like martial arts when counter punching can be more effective as you're then taking advantage of your competitor's energy (in this case, all their awareness) right back at them.

To spell it out for the attack dogs - doing this even more cost effective than having to generate the initial awareness in the first place. In this case, we would take advantage of the awareness created by MEI and point out that our (world's biggest and greenest?) deposit doesn't need an NdPr price of $US100/kg to be very profitable.

Unless, of course someone like Dumaguete is right and management doesn't want a congo line of broker and investment bank interest in Lindian?

Expand

What "trader" gibberish is this.

What you haven't read the detailed independent research from Euroz or Cg which outlines all our estimated costs, or you could ring Alister if you like and just ask him.

To me your motives remains unclear, but for me Lindian offers unbelievable value.

I can see it and am backing my judgement.

Maybe listen to this and decide on your own investment strategy.

https://www.instagram.com/reel/CxD4szJhRYP/

LIN Price at posting: 17.0¢ Sentiment: Buy Disclosure: Held
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