Market skeptical of $CKA and with good reason, but will be hard to ignore as they ramp up to 1.6mt next year and 2mt year after at BBM alone. Don't forget TBAR... exciting times for LTH!
$CKA
Photos of first coal stockpiled. First revenue next month. Now just sit back and watch the production ramp up and the revenue build. The real question is what will they do with the cash? #MetCoal#BlackGold
$CKA required infrastructure progressing which opens the way for A$300-400m cashflow generation from now through 2025 Vs $150m cap plus 20yrs of resource life. We expect 40-50c sp target range post deploying aggressive stock buy backs and dividends. #metcoal#coal
$CKA I wanted 18 before ann. TICK!
So what are we waiting for?
Krajan completion 7km existing road
98km road, 46km road repair progress
Mohing Bridge bloody logs!
Dyke: just a process not real issue
HPU mob.
First dirt and first coal
First Barge
First ship
Party at my place 😍
Altamin (ASX: $AZI) announces that it has lodged applications for two ELs in the #Lazio administrative region of central #Italy. The ELs are highly prospective for #lithium in geothermal brines and are located at #Cesano, about 50km north of Rome.
View: https://t.co/I8tQ2MyflD
New Analyst Coverage: ROTH Capital Partners
" $IMU.AX: Supply Deal with Merck KGaA & PFE
for BAVENCIO/Chemo/HER-Vaxx Ph2 Trial. We raise our PT to AUD0.71 from AUD0.62 "
Now available to download from our website:
https://t.co/2iCjIBwp00
$IMU #immunotherapy#Cancer
$CKA is firing as the met #coal company is on the "cusp of production". Research coverage fires up as well. Low ball NPV based on 10% of resource and one concession = $350m or 33c plus. Our preferred pre-production met coal play, full NPV way over $1.50 per share.
The spice to the $CKA story. Met #coal, potential 2023 expansion production on top of 2022 production stage one. This new resource will likely add 10x plus of value to the existing cap size.
$AGE at $320m cap Vs $VMY at $280m, expect 40% jump post license confirmation.
$AGE addition into $URNM, likely 45m shares required on the 1st Oct.
$AURA.L cap should exceed $AGE post 1H 2022 ETF entry +100% upside
#uranium