“I might provide you with a model after the capital raise, but I'm not going to waste my time right now when we don't know the extent of dilution yet.”
Funnily enough, that is essentially the same message that Pierre brought to the table when I last shared some modelled scenarios - this idea that it is a waste of time because we “don’t know” what the actual numbers are.
This clearly illustrates to me that you do not recognise or understand the benefit of modelling various scenarios and examining the likely impact of various key factors.
A comprehensive DCF model can be used to estimate the impact of various CR scenarios and determine the effect on key project metrics, including their sensitivity to changes in $$ raised and consequent dilution.
If you actually did the work to examine various scenarios, you would have a much better understanding of the potential impact of what you might consider to be a spectrum of outcomes from say pessimistic-to-optimistic, and would be able to see, with some confidence, the actual significance of even a pessimistic dilutionary outcome.
I suggest to you that the impact of a future CR for the 2ktpa plant on the project NPV is actually quite minor…. You can work that out for yourself,
Hence I don’t buy into the fearmongering that some are spreading here.
ps. There is a key point here about educated speculation to get ahead of the masses that rely on being spoon-fed…. But of course you already know all that.
- Forums
- ASX - By Stock
- Li-related News/Articles/Reports
“I might provide you with a model after the capital raise, but...
-
- There are more pages in this discussion • 1,584 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 AGY (ASX) to my watchlist
|
|||||
Last
4.9¢ |
Change
0.008(19.5%) |
Mkt cap ! $71.34M |
Open | High | Low | Value | Volume |
4.2¢ | 4.9¢ | 4.2¢ | $409.9K | 9.092M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 50005 | 4.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.9¢ | 83828 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 291828 | 0.044 |
3 | 121000 | 0.043 |
6 | 1456000 | 0.042 |
4 | 225684 | 0.041 |
10 | 679039 | 0.040 |
Price($) | Vol. | No. |
---|---|---|
0.049 | 83828 | 2 |
0.050 | 307879 | 6 |
0.051 | 339147 | 6 |
0.052 | 428500 | 3 |
0.053 | 350000 | 1 |
Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
Featured News
AGY (ASX) Chart |
The Watchlist
SBW
SHEKEL BRAINWEIGH LTD
Dani Nadri, Country Manager Australia
Dani Nadri
Country Manager Australia
SPONSORED BY The Market Online