Ein neuer SUPER-TREND! FYI Resources LTD WKN: A0RDPF (Seite 250)
eröffnet am 04.12.17 18:19:21 von
neuester Beitrag 09.05.24 15:14:38 von
neuester Beitrag 09.05.24 15:14:38 von
Beiträge: 10.580
ID: 1.268.745
ID: 1.268.745
Aufrufe heute: 0
Gesamt: 415.643
Gesamt: 415.643
Aktive User: 0
ISIN: AU0000310302 · WKN: A3E3UB · Symbol: SDL0
0,0375
EUR
0,00 %
0,0000 EUR
Letzter Kurs 19:00:54 Lang & Schwarz
Neuigkeiten
| TitelBeiträge |
|---|
09.05.24 · GOLDINVEST.de Anzeige |
15.11.23 · GOLDINVEST.de Anzeige |
14.11.23 · GOLDINVEST.de Anzeige |
12.09.23 · GOLDINVEST.de Anzeige |
Werte aus der Branche Rohstoffe
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,6900 | +331,25 | |
| 60,30 | +50,00 | |
| 227,00 | +28,00 | |
| 13,160 | +22,19 | |
| 1.282,60 | +12,04 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 43,35 | -7,02 | |
| 14,843 | -8,77 | |
| 9,9500 | -9,95 | |
| 2,4300 | -11,31 | |
| 46,69 | -98,00 |
Beitrag zu dieser Diskussion schreiben
Feedback
läuft ja richtig...
Antwort auf Beitrag Nr.: 65.318.288 von Montekaolino am 08.10.20 09:24:38
noch was
FYI sacrificed 20% of the company for $4.7m valuing fyi at $25m when peer was $100m"
We didn't just hand out 47m options to dilute the company. We did it to access potentially 80m in equity funding.
If I received the 47m options at 15c that's different. I can choose to exercise them if I want, but I don't bring anything else to the table. Just the cash I pay when I exercise them.
I just think you have to understand how important it has been for us to have that facility in our back pocket when trying to obtain other finance, negotiate offtakes, the JV discussions etc - hard to put a value on that now I know but I have just been told it's critical.
I agree that in the ideal world we have no facility and we all get that much of a better return on our investment than we will get soon. I should say, IMO. But our overall SOI is so much lower than ATC and A4N as I said even with the options.
Also you need to judge the overall finance solution once in place. We will get money elsewhere on certain terms but the way I've had it explained it to me is that we can negotiate more favourable return for a few reasons. Having that facility gives us more leverage, our pilot plant scale is proving critical to name 2. Without the facility and proof of concept via our pilot plant size and scale, we walk into meetings with our hand out with no other finance leverage and a concept only proven at a very small scale.
We were talking to Alcoa pre the 1st pilot run and meet with them weekly now to progress the JV.
In my view, the JV is happening. So the facility was put in place after talks with Alcoa started so I would back Roly in that there is a good reason for it.
Although JV talks are well advanced we are still negotiating with them on what the JV looks like and we want the best deal in the JV for FYI holders.
The bloke worked for free for months, that's minimising dilution in itself be keeping more shareholder funds in the bank to be used elsewhere.
Pretty impressive share register management if you ask me.
On a separate note, I believe the run we are completing is looking very positive from the point of view of achieving what we disclosed in the Pilot run announcement that we set out to achieve. Looking forward to the commentary around this.
I just think it's a really simple view to look at one funding solution in isolation.
There are a lot of balls being juggled and it all fits in towards the overall solution.
Not meant with any malice the comments above, again just my views and they could be right or wrong!
noch was
FYI sacrificed 20% of the company for $4.7m valuing fyi at $25m when peer was $100m"
We didn't just hand out 47m options to dilute the company. We did it to access potentially 80m in equity funding.
If I received the 47m options at 15c that's different. I can choose to exercise them if I want, but I don't bring anything else to the table. Just the cash I pay when I exercise them.
I just think you have to understand how important it has been for us to have that facility in our back pocket when trying to obtain other finance, negotiate offtakes, the JV discussions etc - hard to put a value on that now I know but I have just been told it's critical.
I agree that in the ideal world we have no facility and we all get that much of a better return on our investment than we will get soon. I should say, IMO. But our overall SOI is so much lower than ATC and A4N as I said even with the options.
Also you need to judge the overall finance solution once in place. We will get money elsewhere on certain terms but the way I've had it explained it to me is that we can negotiate more favourable return for a few reasons. Having that facility gives us more leverage, our pilot plant scale is proving critical to name 2. Without the facility and proof of concept via our pilot plant size and scale, we walk into meetings with our hand out with no other finance leverage and a concept only proven at a very small scale.
We were talking to Alcoa pre the 1st pilot run and meet with them weekly now to progress the JV.
In my view, the JV is happening. So the facility was put in place after talks with Alcoa started so I would back Roly in that there is a good reason for it.
Although JV talks are well advanced we are still negotiating with them on what the JV looks like and we want the best deal in the JV for FYI holders.
The bloke worked for free for months, that's minimising dilution in itself be keeping more shareholder funds in the bank to be used elsewhere.
Pretty impressive share register management if you ask me.
On a separate note, I believe the run we are completing is looking very positive from the point of view of achieving what we disclosed in the Pilot run announcement that we set out to achieve. Looking forward to the commentary around this.
I just think it's a really simple view to look at one funding solution in isolation.
There are a lot of balls being juggled and it all fits in towards the overall solution.
Not meant with any malice the comments above, again just my views and they could be right or wrong!
Antwort auf Beitrag Nr.: 65.289.227 von loft2410 am 05.10.20 21:10:22aus hotcopper
I don't agree with the GEM discussion here.
Firstly for GEM to offer an 80m facility to a company at 10m market cap - there was a lot of risk for them as the terms state we are able to draw down on it at any time over a 3 year period. So if the project was to become a flop we can still draw whenever we like and their stock would prove worthless. It was approved right when COVID was getting into dangerous territory.
We can draw on it when we want or we don't need to draw on it at all, that flexibility is important. We've always said the equity component will be 30%, max, in any funding deal. That was pre-Alcoa so whether this has changed or not I'm not sure.
Also, it has been important at the discussion table with other finance deals, offtake deals and possibly Alcoa discussions with what % of the JV each party keeps and for how much. Instead of sitting there with no finance, we can say we have this option. It's not easy to get finance. We may not even use the GEM facility but I still think it's helpful having it regardless.
I can definitely see the point thought with their large number of options that they can exercise but our SOI is so low that even when these 46 million options were exercised we would still be only around 300m SOI much lower than peers at a similar stage. Hopefully, if we do use it they make a motza as it means our SP will be right up there and we all win.
Yes we might look in a few months and think gees, we probably didn't need to bother with GEM but if we pull it off we'll be many multiples of where we are today from a SP perspective regardless.
Our directors only have a handful of options each due to expire later this year in the money but apart from that, we don't have directors with millions and millions of options that they have handed to themselves for free that will come into play later. Roly has done all the right things to protect shareholder wealth and I would back him in with what this facility has helped us achieve up to now and in the next few months in particular.
Just my thoughts on GEM.
As I said, I don't agree at all with your reasoning @vmp but that's all good everyone is entitled to a view. It's a forum after all and some healthy debate is all good in my eyes.
I just know with chatting to FYI what the GEM facility has meant to all of our other negotiations. It's been really important I can't stress that enough. If Roly has explained it to you differently though let me know.
Why would you drawdown if things were looking dire? If you can't get any funding elsewhere and needed cash to keep progressing the project.
We not giving away, we are getting access to an equity facility and funding if and when we want it.
Shares on Issue currently
FYI - 244.56 million
ATC - 891.88 million
A4N - 680.38 million
Then if you add all of the options that are live at the moment for each company (including FYI's with the 80m facility) then that is good money management by Roly in my eyes.
I don't agree with the GEM discussion here.
Firstly for GEM to offer an 80m facility to a company at 10m market cap - there was a lot of risk for them as the terms state we are able to draw down on it at any time over a 3 year period. So if the project was to become a flop we can still draw whenever we like and their stock would prove worthless. It was approved right when COVID was getting into dangerous territory.
We can draw on it when we want or we don't need to draw on it at all, that flexibility is important. We've always said the equity component will be 30%, max, in any funding deal. That was pre-Alcoa so whether this has changed or not I'm not sure.
Also, it has been important at the discussion table with other finance deals, offtake deals and possibly Alcoa discussions with what % of the JV each party keeps and for how much. Instead of sitting there with no finance, we can say we have this option. It's not easy to get finance. We may not even use the GEM facility but I still think it's helpful having it regardless.
I can definitely see the point thought with their large number of options that they can exercise but our SOI is so low that even when these 46 million options were exercised we would still be only around 300m SOI much lower than peers at a similar stage. Hopefully, if we do use it they make a motza as it means our SP will be right up there and we all win.
Yes we might look in a few months and think gees, we probably didn't need to bother with GEM but if we pull it off we'll be many multiples of where we are today from a SP perspective regardless.
Our directors only have a handful of options each due to expire later this year in the money but apart from that, we don't have directors with millions and millions of options that they have handed to themselves for free that will come into play later. Roly has done all the right things to protect shareholder wealth and I would back him in with what this facility has helped us achieve up to now and in the next few months in particular.
Just my thoughts on GEM.
As I said, I don't agree at all with your reasoning @vmp but that's all good everyone is entitled to a view. It's a forum after all and some healthy debate is all good in my eyes.
I just know with chatting to FYI what the GEM facility has meant to all of our other negotiations. It's been really important I can't stress that enough. If Roly has explained it to you differently though let me know.
Why would you drawdown if things were looking dire? If you can't get any funding elsewhere and needed cash to keep progressing the project.
We not giving away, we are getting access to an equity facility and funding if and when we want it.
Shares on Issue currently
FYI - 244.56 million
ATC - 891.88 million
A4N - 680.38 million
Then if you add all of the options that are live at the moment for each company (including FYI's with the 80m facility) then that is good money management by Roly in my eyes.
liest sich alles nicht so schlecht. Mal gucken wie viel Phantasie noch in dem Kurs steckt...📈
Antwort auf Beitrag Nr.: 65.270.647 von Montekaolino am 03.10.20 09:49:45
und noch was aus hotcopper
That's great news to hear about CEFC. They have funded Curtin University to the tune of over $100m I believe in which we are a founding member of the Future Batteries Industry CRC and only listed HPA explorer to be working along side them in development projects. So we could be looking at anywhere between a minimum of $20m-$100m debt financing from CEFC at very favourable terms.
I think you are also correct about 8,000tpa - it will be too small for Alcoa for a 50$ stake, so will be interesting to see finals opex/capex and plant output.
https://www.alcircle.com/news/alcoa...advance-high-purity-al…
Alcoa has an alumina refinery capacity of 17 million tonnes a year. Earlier this year, the company revealed plans to expand its Pinjarra alumina refinery in Western Australia from 5 million tonnes a year to 5.25 million tonnes.
Alcoa’s three-refinery operation in Western Australia is the world’s biggest single source of alumina, accounting for 8 per cent of the total global market.
und noch was aus hotcopper
That's great news to hear about CEFC. They have funded Curtin University to the tune of over $100m I believe in which we are a founding member of the Future Batteries Industry CRC and only listed HPA explorer to be working along side them in development projects. So we could be looking at anywhere between a minimum of $20m-$100m debt financing from CEFC at very favourable terms.
I think you are also correct about 8,000tpa - it will be too small for Alcoa for a 50$ stake, so will be interesting to see finals opex/capex and plant output.
https://www.alcircle.com/news/alcoa...advance-high-purity-al…
Alcoa has an alumina refinery capacity of 17 million tonnes a year. Earlier this year, the company revealed plans to expand its Pinjarra alumina refinery in Western Australia from 5 million tonnes a year to 5.25 million tonnes.
Alcoa’s three-refinery operation in Western Australia is the world’s biggest single source of alumina, accounting for 8 per cent of the total global market.
Trading Spotlight
Antwort auf Beitrag Nr.: 65.270.365 von schmidileins2713 am 03.10.20 08:56:02
Info aus hotcopper
I posted a few days ago about the CEFC and their recommendation to have FYI registered as a project of national significance.
For a start, if they are recommending us, that would logically mean they are in support of us - and have the capacity to provide some sort of funding themselves.
Have a look at them via their website and it talks about who they are and recent projects they have provided funding for.
https://www.cefc.com.au/
And from their website there's an Electric Vehicle day in Western Australia that they are supporting this week.
https://www.cefc.com.au/media/media-release/wa-electric-vehicle-day-to-rev-up-interest-in-clean-green-transport/
Remember the WA government are putting funding into the EV Battery sector and FYI are a part of the research group.
There's some pretty good enhancements in battery technology being worked in and FYI are getting a good luck at it via the research group.
IMO, we may get funding from CEFC or the federal government - or both.
I think people who just look at our 1 8,000 tpa plant and the CAPEX and OPEX numbers and valuing FYI have horse blinkers on personally. It isn't doing the value in FYI justice. Again only my opinion but FYI have a lot more to bring to the table in any JV or future business dealings.
I do think that when the JV is all formalised the % of the JV that Aloca will have will be in the vicinity of 40% - 60%. FYI will remain a listed company as we are now with new name and board.
And the JV forward will be looking at allo sorts of future options moving forward as a collective.
Info aus hotcopper
I posted a few days ago about the CEFC and their recommendation to have FYI registered as a project of national significance.
For a start, if they are recommending us, that would logically mean they are in support of us - and have the capacity to provide some sort of funding themselves.
Have a look at them via their website and it talks about who they are and recent projects they have provided funding for.
https://www.cefc.com.au/
And from their website there's an Electric Vehicle day in Western Australia that they are supporting this week.
https://www.cefc.com.au/media/media-release/wa-electric-vehicle-day-to-rev-up-interest-in-clean-green-transport/
Remember the WA government are putting funding into the EV Battery sector and FYI are a part of the research group.
There's some pretty good enhancements in battery technology being worked in and FYI are getting a good luck at it via the research group.
IMO, we may get funding from CEFC or the federal government - or both.
I think people who just look at our 1 8,000 tpa plant and the CAPEX and OPEX numbers and valuing FYI have horse blinkers on personally. It isn't doing the value in FYI justice. Again only my opinion but FYI have a lot more to bring to the table in any JV or future business dealings.
I do think that when the JV is all formalised the % of the JV that Aloca will have will be in the vicinity of 40% - 60%. FYI will remain a listed company as we are now with new name and board.
And the JV forward will be looking at allo sorts of future options moving forward as a collective.
Antwort auf Beitrag Nr.: 65.270.026 von derbeobachter3 am 03.10.20 05:40:32bei fyi ist mein EK 3,7 cent. Den Zug hab ich nicht verpasst.😂😂😂
Antwort auf Beitrag Nr.: 65.260.327 von schmidileins2713 am 02.10.20 09:15:14MANN MANN MANN!
Nochmal: kauf jetzt LLP (NOCH SPOTTBILLIG). Bei FYI hast du in der Vergangenheit schon einmal zw.3-4 den Zug abfahren lassen!!!
MANN MANN MANN
Nochmal: kauf jetzt LLP (NOCH SPOTTBILLIG). Bei FYI hast du in der Vergangenheit schon einmal zw.3-4 den Zug abfahren lassen!!!
MANN MANN MANN
Antwort auf Beitrag Nr.: 65.257.672 von derbeobachter3 am 01.10.20 22:20:33Ja, Ja GPX- für die hatte ich meine Sovereign Metals getauscht. Das war ein richtiger Kuhhandel wie er im Buche steht.
Antwort auf Beitrag Nr.: 65.257.672 von derbeobachter3 am 01.10.20 22:20:33
Gerne 🤠
Zitat von derbeobachter3: Ruf dich morgen an. Habe geile Infos bezüglich unseres anderen Babys.
Gerne 🤠
Durchsuchen
