Spannende Lithium Wundertüte mit starken ppm Werten - in Deutschland noch nicht auf dem Schirm (Seite 310)

[LithiumLove]

Antwort auf Beitrag Nr.: 65.967.293 von Midgard777 am 07.12.20 08:33:25

Zitat von Midgard777: Richtige Richtung kleiner Urlaub würde schon abspringen 😅

die Reise auf die ich warte hat überhaupt noch nicht angefangen! 😎

wurde letztens von jemand gefragt ob ich eine exit strategie habe bei ICM und wie ich meine viele mio. aktien den eines tage verkaufen wolle.

ich erwarte das ICM aufgekauft werden wird!

darauf arbeitet das managment von ICM seid 2017 hin und ich erwarte das es passieren wird - ob nach der PEA oder nach der PFS kann ich noch nciht sagen aber beides werden wir meiner meinung nach in 2021 sehen! der aufkäufer welcher ICM aus der prototasche kaufen kann darf dann aufeinmal alle meine stücke zu dem festgelegten preis haben! - ende der story


und auf die frage was der preis sind wird.. möchte ich mich jetzt nicht zu äussern - sagen wir mal das die marktkapitalisierung bei ICM gerade laut aktien kurs 7,8 mio euro beträgt... mal schauen was ein käufer bereit ist für ICM zu bezahlen. daran kann sich ja jeder selber seine kurse ausrechnen.


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[Midgard777]

Richtige Richtung kleiner Urlaub würde schon abspringen 😅

[alwb]

Woche! ;-)

[alwb]

Antwort auf Beitrag Nr.: 65.967.023 von LithiumLove am 07.12.20 08:03:58

Moin,

ASK-Kurs entspricht jetzt 0,14 CAD.

Habe heute morgen noch 25k zu 0,0856€ bei TG bekommen, die anderen waren (leider) nicht von mir... 😎

Wünsche allen eine gute Wiche!

Grüße
Al

[LithiumLove]

kleiner kauf bei TG gerade da scheint einer zu verstehen in welche richtung das hier alles läuft!

[ExHailander]

Antwort auf Beitrag Nr.: 65.965.748 von phobieeee am 06.12.20 21:04:50

Zitat von phobieeee: Ich glaube in diesem Fall nicht an Albemarle. Für Albemarle wäre ein anderes Projekt die naheliegendere Wahl, was aber nicht heißt dass es dort zu einer Vereinbarung kommt. In jedem Fall kommt Bewegung in die Nevada Plays und ICM hat einen gewaltigen Hebel.

Gruß phobieeee

An wen würdest Du bei einer Übernahme von ICM zuerst denken?

[phobieeee]

Ich glaube in diesem Fall nicht an Albemarle. Für Albemarle wäre ein anderes Projekt die naheliegendere Wahl, was aber nicht heißt dass es dort zu einer Vereinbarung kommt. In jedem Fall kommt Bewegung in die Nevada Plays und ICM hat einen gewaltigen Hebel.

Gruß phobieeee

[ExHailander]

Antwort auf Beitrag Nr.: 65.965.517 von LithiumLove am 06.12.20 20:17:19

Zitat von LithiumLove: Bin mal auf die PEA gespannt von ICM - und frage mich ob ICM überhaupt bis zur PFS kommen wird oder vorher schon von einem der großen player geschluckt wird! 😎


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ICM steht bestimmt schon unter Beobachtung oder es gab bereits Gespräche. Das lässt sich doch niemand entgehen. Ich könnte mir vorstellen, dass Albermale Interesse hat. Deren Fördermenge gehen von Jahr zu Jahr immer weiter zurück, bräuchten also in absehbarer Zeit ein neues Vorkommen und so weit weg wären sie auch nicht und Kohle haben die auch. ;-) ...aber wer weiß, könnte auch mehrere Interessenten geben, auch aus der Industrie (VW und Konsorten o.ä.)

[LithiumLove]

Antwort auf Beitrag Nr.: 65.963.270 von phobieeee am 06.12.20 13:17:13

Bin mal auf die PEA gespannt von ICM - und frage mich ob ICM überhaupt bis zur PFS kommen wird oder vorher schon von einem der großen player geschluckt wird! 😎


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[phobieeee]

Übersicht meiner Posts auf ceo.ca

@phobieeee We have seen some large buys from the ask at the start of the day. There was a huge iceberg order at 0.125 CAD keeping the share price down. I got the impression that the share price shouldn't move for a reason. Normally if the volume is higher and interest picks up for whatever reason ICM moves fast as there is not much on the ask available. This time something was different. Guess we will find out in the next let's say 1,5-2 weeks if we see anything meaningful. At least a request from IRROC was avoided as the price didn't move much as I would expect with this kind of volume.

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@phobieeee Even though the share price didn't increase much on this volume, someone thought that 0.13 CAD is a bargain and hit the ask. https://cdn-ceo-ca.s3.amazonaws.com/1fsmkap-ICM.png+Price is currently holding well in the 0.11 CAD - 0.13 CAD range and I don't mind a short break. More and more shares are in strong hands, if it pays off is a different question though. From my point of view the downside risk is limited at a market cap of just $12.83 Mio and 102.63 m shares outstanding on a non-dilutive basis.

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@phobieeee It will be interesting to see how the share price reacts after the spin-out of the gold assets into GoldNev Exploration Inc. I expect news on this front before year end. In my opinion the gold assets are not reflected in the current share price but it makes the company more attractive for investors which are only interested in the lithium projects.

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@phobieeee The drill results of the 5 RC drill holes completed in the last third of October are also due any day now for both sediment and brine samples. I am sure that these are in line with previous drill holes. We have seen a high continuity of mineralised beds within all the previous drill holes. So I don't expect any big surprised here but it will improve the confidence into the resource and will establish a new project area futher in the south. Unfortunately I don't know where the last two drill holes are located. But the red locations are the spots of the recently completed core and rc drill holes. https://cdn-ceo-ca.s3.amazonaws.com/1fsmljl-Ei1utRpXkAAyTEF.…

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@phobieeee These are the areas that were the basis for the RE. https://cdn-ceo-ca.s3.amazonaws.com/1fsmn6l-20201205_110905.… Inferred resource of 28.5 million tons of LCE avg. grade 963ppm @ 400ppm cutoff

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@phobieeee It's been a long journey already with Iconic Minerals to this point and it is not for the impatient - that's for sure. Critism is allowed and I hope that the small team can make up for lost time in 2021. Interests from management and shareholders alike are aligned. Move the project forward as fast as possible but at the same time with as little dilution as possible. Will we see a development deal for the Bonnie Claire project in the near future?

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@phobieeee @johnrico2000 in my opinion a development deal in form of an earn-in agreement with a partner would make sense. Currently ICM owns 100% of the Bonnie Claire project but in order to advance the project beyond the current stage a lot of money is required. If my information is correct the PEA is more or less done or will be once the results of this last drill program are received and incorporated into the study. This study will provide a first indication for CAPEX, OPEX etc. and deliver additional information as well as working recommendations for the next steps. The engeneering studies, and the next steps like drilling for the resource upgrade (not only tonnage but infill drilling for higher resource categories - measured and indicated) or environmental impact studies, bird migration studies ... etc. will require a lot of money. 1/2

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@phobieeee @johnrico2000 what we have seen not only with ICM but other currently more advanced lithium junior exploration companies as well (e.g. Cypress Development Corp) is, that the market doesn't appreciate certain advancements like it normally would if it wasn't for a new source of lithium currently deemed uneconomical until proven otherwise in form of an actual mining operation. Here is a link of the Cypress long term share price since 2016 ( https://ih.advfn.com/p.php?pid=staticchart&s=TX^cyp&p=8&t=19… ) and they are post PFS stage already. The share price only increased significantly as of June 2020 when rumours about a partner etc. started to circulate in the market. 1,5/2

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@phobieeee The implications are that if the share price doesn't increase after significant advancements like a PEA, PFS etc. which derisk the project to a certain level, you have a tough time to raise money without diluting the project/company significantly. ICM only raised the absolute minimum required to stay alive and spend the money well so far on BC. Unfortunately the pp announced back in Jan 2018 didn't close in time at 0.245 CAD or so before the market crashed because otherwise we would be more advanced already. So with the right partner I think giving away a certain amount of the project to advance it is better than sitting idle waiting for the market to show more interest in this new lithium source. 2/2

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@phobieeee The question is how much of the project they are willing to give away once certain milestones are achieved (e.g. resource upgrade, pfs, dfs, amount of x million spend on the project etc.) and who the earn-in or better JV partner is. (Earn-in agreements are normally only for non flagship projects of a company.)

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@phobieeee @stratanic you are right CEO Richard Kern and the company itself didn't spend much on marketing and advertising in the past. We have seen that retail investors are not the focus of the company and that they rather spend the limited funds available on the project development itself rather than using it on promotion. While I'd appreciate a higher share price I'd rather see an increase based on facts and progress and not on promotion that might scare serious investors away. Here is a link to a spot on youtube from March 2019 with only 549 views.


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@phobieeee @stratanic As I said before they are due any day now. The last RC holes were finished some time in the last third of October and samples were prepared afterwards. Based on the press release from end of September the expected turn-around time with the labs are at least 5-6 weeks. "Because of the current slow turn-around of geochem lab, results for both sediment and water sampling is not expected for 5-6 weeks." We don't know when the labs got the samples but I would be surprised if we don't see a press release in the first half of December.

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@phobieeee @stratanic I believe that with new assay results and a Preliminary Economic Assessment (PEA) in hand we will see a marketing program that hopefully raises market awareness of the potential that we all believe that Iconic has. This marketing program would be backed by "facts" instead of just hopes and assumptions as we have seen with other companies in the last couple months.

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I put "facts" in " " because the accuracy of a PEA is often low and the amount of engineering work done at this stage is often limited and the resource can be on an inferred basis. Here again an overview of the differences between PEA, PFS and DFS/FFS > http://cdn.ceo.ca.s3-us-west-2.amazonaws.com/1fnuoln-2020071…

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@phobieeee What is the difference between a Preliminary Economic Assessment (PEA), a Prefeasibility Study (PFS) and a Final Feasibility Study (FFS) ?

These three types of studies simply reflect different confidence levels of evaluating a mining project. The confidence levels relate to geological knowledge about the deposit as well as the economic estimates such as capital and operating costs that are required to exploit the deposit. After the initial discovery, a mineral deposit is usually delineated by exploration drilling to provide an understanding of its geometry, resources, tonnes, grades and recoveries. The first study is a conceptual PEA, also called a scoping study, to define the scope of the project, including preliminary engineering alternatives for developing the mine and processing the ore, broad estimates of capital and operating costs, and other economic parameters.

A PEA tries to answer the question, “how best can this deposit be exploited to maximize its economic returns?” Unlike more advanced studies, a PEA can use inferred resources for its operational and financial modeling so long as one has a reasonable expectation the outcome will be a profitable mine. A PEA is normally followed by a PFS and, if financing with debt, a FFS. A PEA rarely forms the basis for a production decision because of the higher degree of unknown risks and costs and timelines.

A PFS is a more advanced study that uses only reserves and measured and indicated resources and involves more detailed engineering in order to optimize the alternatives for developing the mine and processing the ore. It also uses tighter estimates of capital and operating costs and other economic parameters by comparing them to recent examples. A PFS is usually followed by a FFS, but if financing with equity, can sometimes be used as the basis for a production decision if the economics are particularly robust or the costing is at a FFS level.

A FFS is the most advanced study that typically only uses reserves and involves definitive engineering and detailed costing based on actual bids where possible instead of estimates. An FFS is considered essential in order to finance larger, more complex, capital intensive, lower return mining projects, or if financing with banks, in which case it is often called a bankable feasibility study (BFS).