PDY 0.00% 0.7¢ padbury mining limited

If PDY have the IP then they hold the strategic intellectual...

  1. 17,232 Posts.
    lightbulb Created with Sketch. 954
    If PDY have the IP then they hold the strategic intellectual rights, so none can gazump them and decide to DIY, you have to approach and cut a deal/relationship with PDY first, which believe has been the case here.

    They (investor/s) are not really giving anything away, in fact quite the opposite.

    If, and its a big IF, the project ever gets to completion, giving X% of 30% of costs, will be of no concern, if the investor (who remember now holds or will hold majority share and by all accounts is using the majority of the banks money to fund) will receive a nice return on each bit of dirt transported through this port for many many years.

    As for the civil works and establishing the BFS, one would envisage this cost, based on a $6bln project, is quite reasonable at circa 8% of total cost.

    One would assume that an investor willing and able to provide such funding would be well versed and has knowledge as to not only the end but the continual value of this project on a ROI basis, and one would be unwise to think otherwise.

    Who the investor is is just semantics. The value add may well be disguised by their current investments, which are yet to be understood, as we do not know who the investor is, but I guess the investor/s may already have quite a vested interest in the region, thus providing further long term gain to their current investments.




 
watchlist Created with Sketch. Add PDY (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.