ALK 0.60% 42.3¢ alkane resources limited

New Petra Report on ALK site, page-9

  1. 1,479 Posts.
    Since the start of this year I've been banging on about the possible dilution to holders when this project goes ahead. IMO I've noticed the language has changed in regards to the investment in ALK to one that replicates "project level". I'm thinking the major offtake partners will get a stake in DZP rather than issues shares in ALK.

    So imo $300m will get a 15% stake for 2 investors . I'm just guessing though.
 
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