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alliance mineral resources move up Post Reply Rate topic
askthebear Master	16-May-2017 20:00        askthebear About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ask urself if u have bought alliance at 0.006 for 1000lots at current price what is ur profit. I was stupid to sell at 0.14 when I bought at 0.1 to listen to the nonsense people
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askthebear Master	16-May-2017 19:34        askthebear About Contact  Quote this Post!
x 0   x 0  Alert Admin	We should call in sgx. To investigate remarks made by some and determine their action has created unusual activity such to profits themselves at others expenses. Else our local financial system is doom.. just look at how other exchange is performing as compared to us.
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askthebear Master	16-May-2017 19:31        askthebear About Contact  Quote this Post!
x 0   x 0  Alert Admin	That was based on 880 per tonne not forgetting the potential to sell even at 1500 when now 1 ton is around 2000. Plus this site has other minerals like the tantalum. Which they can explore once price recover motomoto      ( Date: 16-May-2017 19:26) Posted: Thanks for reply. Trust all in order. My take on basic FA. Sorry if they off in alignment. Hope that helps.  Case 1:  At selling price of US$ 880/t - costs AUD 500/t i.e US$ 375 = Margin of US$ 505/t  Assuming production at 140,000 therefore total sales margin = US$ 70m  Less:  50% JV = US$ 35m  SGA - 10% of US$ 35m = US$ 3.5m (2016: US$ 1.95m i.e A$ 2.6m) [page 5] http://repository.shareinvestor.com/rpt_view.pl/id/625934.1/type/sgxnet/original_filename/1 Development / capital costs offsetted with tantalum revenue (at 300,000 - US$ 60 /t x 50% JV) + prepayment + farm in. [Does not matter anyway since this is capitalised and not expensed in P/L] --> Firm capital cost estimates remain subject to completion of the feasibility study, but it is understood that initial Phase 1 capex will be A$30-40m, including plant construction, site costs and initial mining. It is anticipated that total capital requirements (including working capital to first cashflow) will be in the order of ~A$55m i.e US$ 41m.  " At recent pricing, the in-ground combined values of the lithium and tantalum mineralisation is significant, and tantalum by-product credits have the potential to cover a large share of mining costs.&rdquo PBT = US$ 31.5m  PAT at 17% = US$ 26m i.e S$ 36m  EPS = S$ 36m / 480m = S$ 0.075 PE = 6 SP = S$ 0.45 PE - GXY - 6.11 http://quotes.wsj.com/AU/XASX/GXY
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motomoto Member	16-May-2017 19:26        motomoto About Contact  Quote this Post!
x 1   x 0  Alert Admin	Thanks for reply. Trust all in order. My take on basic FA. Sorry if they off in alignment. Hope that helps.  Case 1:  At selling price of US$ 880/t - costs AUD 500/t i.e US$ 375 = Margin of US$ 505/t  Assuming production at 140,000 therefore total sales margin = US$ 70m  Less:  50% JV = US$ 35m  SGA - 10% of US$ 35m = US$ 3.5m (2016: US$ 1.95m i.e A$ 2.6m) [page 5] http://repository.shareinvestor.com/rpt_view.pl/id/625934.1/type/sgxnet/original_filename/1 Development / capital costs offsetted with tantalum revenue (at 300,000 - US$ 60 /t x 50% JV) + prepayment + farm in. [Does not matter anyway since this is capitalised and not expensed in P/L] --> Firm capital cost estimates remain subject to completion of the feasibility study, but it is understood that initial Phase 1 capex will be A$30-40m, including plant construction, site costs and initial mining. It is anticipated that total capital requirements (including working capital to first cashflow) will be in the order of ~A$55m i.e US$ 41m.  " At recent pricing, the in-ground combined values of the lithium and tantalum mineralisation is significant, and tantalum by-product credits have the potential to cover a large share of mining costs.&rdquo PBT = US$ 31.5m  PAT at 17% = US$ 26m i.e S$ 36m  EPS = S$ 36m / 480m = S$ 0.075 PE = 6 SP = S$ 0.45 PE - GXY - 6.11 http://quotes.wsj.com/AU/XASX/GXY
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RedEye1811 Master	16-May-2017 19:25        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Agree with you Bro. Till we have key information " blanks" filled in (e.g., how much estimated in ground) and notice that given key milestones passed successfully (e.g., JORC report, commissioning of plant) it difficult to make comparisons with other entities. We have some key information that provides expectations (e.g., offtake agreement) but need the other data points and milestones to fall into place. Then we can compare. Hopefully all the data points and milestones come off smoothly. For now counter at the mercy of the market sentiment without any real additional catalyst. timothylim890      ( Date: 16-May-2017 19:11) Posted: Delong and AEM have actual revenue, so cannot compare this way. Right now for AMAL, until their DFS and JORC report are out, and until they have the infrastructure necessary to get the lithium out of the ground (how much in the ground and how much can actually be mined and sold per annum determined by JORC and DFS respectively), until (almost) all the blanks are filled, I would say that AMAL' s fundamentals are not strong, but have the POTENTIAL to be strong. If you want to make an apple-to-apple comparison with Delong and AEM, you have to wait until 1Q2018 when revenue from spodumene sales crosses the sea from Hong Kong and are actually in the bag. And of course on the macro-scale, EV demand is rising globally and with it, lithium demand. c3_jail      ( Date: 16-May-2017 19:01) Posted: Sometime confusing ah. Like delong or aem seems their fundamental not so strong start 30-40 cents can become 2 dollar. Then for this AMAL fundamental quiet strong but keep dropping. I become confuse hah
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timothylim890 Veteran	16-May-2017 19:11        timothylim890 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Delong and AEM have actual revenue, so cannot compare this way. Right now for AMAL, until their DFS and JORC report are out, and until they have the infrastructure necessary to get the lithium out of the ground (how much in the ground and how much can actually be mined and sold per annum determined by JORC and DFS respectively), until (almost) all the blanks are filled, I would say that AMAL' s fundamentals are not strong, but have the POTENTIAL to be strong. If you want to make an apple-to-apple comparison with Delong and AEM, you have to wait until 1Q2018 when revenue from spodumene sales crosses the sea from Hong Kong and are actually in the bag. And of course on the macro-scale, EV demand is rising globally and with it, lithium demand. c3_jail      ( Date: 16-May-2017 19:01) Posted: Sometime confusing ah. Like delong or aem seems their fundamental not so strong start 30-40 cents can become 2 dollar. Then for this AMAL fundamental quiet strong but keep dropping. I become confuse haha RedEye1811      ( Date: 16-May-2017 18:19) Posted: To best of my knowledge they inferred end April/early May. Then they shifted language to ' May' without reference start/mid/end. So presumably it should be May, but we all waiting. Perhaps there is some regulatory formality we not aware of that means they cannot disclose till jump through necessary hurdle. Know SGX etc got regulations particular to mining and presume same for ASX but not clear on them
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c3_jail Senior	16-May-2017 19:01        c3_jail About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sometime confusing ah. Like delong or aem seems their fundamental not so strong start 30-40 cents can become 2 dollar. Then for this AMAL fundamental quiet strong but keep dropping. I become confuse haha RedEye1811      ( Date: 16-May-2017 18:19) Posted: To best of my knowledge they inferred end April/early May. Then they shifted language to ' May' without reference start/mid/end. So presumably it should be May, but we all waiting. Perhaps there is some regulatory formality we not aware of that means they cannot disclose till jump through necessary hurdle. Know SGX etc got regulations particular to mining and presume same for ASX but not clear on them. motomoto      ( Date: 16-May-2017 18:10) Posted: Resource estimate should be out by this month right ? Infill drilling was completed and a Maiden Resource estimate should be available in May 2017. http://spcagent.io/taw/wp-content/uploads/sites/26/2017/04/01852463.pdf
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c3_jail Senior	16-May-2017 18:58        c3_jail About Contact  Quote this Post!
x 0   x 0  Alert Admin	How u got the calculation? Care to share? askthebear      ( Date: 16-May-2017 18:43) Posted: Lithium is a raw minerals used in all electronic like ur iPhone. Now it is trading at 2000 per tons. And under the agreement they only selling 800 and cost per ton is 500 and each party to profit 150 per ton. That is why alliance has tried to market to 3rd party. Based on today price that is 1500usd profit per ton. So ask urself how much ur shares worth. And if using npv to calculate what should ur share price be. Easily 1.50
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askthebear Master	16-May-2017 18:43        askthebear About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lithium is a raw minerals used in all electronic like ur iPhone. Now it is trading at 2000 per tons. And under the agreement they only selling 800 and cost per ton is 500 and each party to profit 150 per ton. That is why alliance has tried to market to 3rd party. Based on today price that is 1500usd profit per ton. So ask urself how much ur shares worth. And if using npv to calculate what should ur share price be. Easily 1.50
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askthebear Master	16-May-2017 18:39        askthebear About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortist want to create fear to buy cheap. I saw this report. They are finalising. And should be out before this month. What is 13 days more compare to 1000% profit. U sell u regret. That is what they want
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RedEye1811 Master	16-May-2017 18:19        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	To best of my knowledge they inferred end April/early May. Then they shifted language to ' May' without reference start/mid/end. So presumably it should be May, but we all waiting. Perhaps there is some regulatory formality we not aware of that means they cannot disclose till jump through necessary hurdle. Know SGX etc got regulations particular to mining and presume same for ASX but not clear on them. motomoto      ( Date: 16-May-2017 18:10) Posted: Resource estimate should be out by this month right ? Infill drilling was completed and a Maiden Resource estimate should be available in May 2017. http://spcagent.io/taw/wp-content/uploads/sites/26/2017/04/01852463.pdf
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motomoto Member	16-May-2017 18:10        motomoto About Contact  Quote this Post!
x 0   x 0  Alert Admin	Resource estimate should be out by this month right ? Infill drilling was completed and a Maiden Resource estimate should be available in May 2017. http://spcagent.io/taw/wp-content/uploads/sites/26/2017/04/01852463.pdf
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RedEye1811 Master	16-May-2017 17:20        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	It was not simply Noble sadly. The sell-off was brutal across the board. Decliners outstripped advancers nearly 2:1. STI was a road kill. 4 advancers on STI to 23 decliners. CapitaLand down 3%. CityDev down nearly 3%. ComfortDelgro more than 3%. Keppel down 1.5% even when oil rallied. SGX was down considerably very vast majority of bourse in Asia. Someone was pulling pins across the board regardless of Noble. EmmGru      ( Date: 16-May-2017 17:13) Posted: Noble recovered today, it will get better. Think there could be selling of other shares by investors with losses from Noble. RedEye1811      ( Date: 16-May-2017 16:16) Posted: Today is a brutal market across the board. STI is down more than 1% with broader All-Share about the same. A good part of down on this counter probably a reflection of down sentiment on whole market. The negative sentiment on SGX is contrary to general Asian market. In main the majority of other Asian market were up for day. Shanghai up about 0.75%, Nikkie and S& P ASX 200 up about 0.20% and so on. HKSE currently flat. Looks like SGX the only real market that turned the light switch off, and it broad based. Personally not clear why SGX focus of such negative views
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EmmGru Veteran	16-May-2017 17:13        EmmGru About Contact  Quote this Post!
x 0   x 0  Alert Admin	Noble recovered today, it will get better. Think there could be selling of other shares by investors with losses from Noble. RedEye1811      ( Date: 16-May-2017 16:16) Posted: Today is a brutal market across the board. STI is down more than 1% with broader All-Share about the same. A good part of down on this counter probably a reflection of down sentiment on whole market. The negative sentiment on SGX is contrary to general Asian market. In main the majority of other Asian market were up for day. Shanghai up about 0.75%, Nikkie and S& P ASX 200 up about 0.20% and so on. HKSE currently flat. Looks like SGX the only real market that turned the light switch off, and it broad based. Personally not clear why SGX focus of such negative views. MKMQMJ      ( Date: 16-May-2017 13:36) Posted: Bought small amount at 27 this morning 🤞
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RedEye1811 Master	16-May-2017 16:16        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Today is a brutal market across the board. STI is down more than 1% with broader All-Share about the same. A good part of down on this counter probably a reflection of down sentiment on whole market. The negative sentiment on SGX is contrary to general Asian market. In main the majority of other Asian market were up for day. Shanghai up about 0.75%, Nikkie and S& P ASX 200 up about 0.20% and so on. HKSE currently flat. Looks like SGX the only real market that turned the light switch off, and it broad based. Personally not clear why SGX focus of such negative views. MKMQMJ      ( Date: 16-May-2017 13:36) Posted: Bought small amount at 27 this morning 🤞
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MKMQMJ Member	16-May-2017 13:36        MKMQMJ About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Bought small amount at 27 this morning 🤞
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RedEye1811 Master	16-May-2017 12:54        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Maybe I believe in " 3s" . They disclosed on March 16th results of drilling and tests, and then again with follow up on April 19th. It now May 16th. Is this the window when they will formally announce something? March, April, May? Will they follow the trend of mid-month? Naturally we have no clue but if they disclose something and it above expectations then kick youself for being out but if bad then can have relief. In or out is a tough bet. As said tough stomach needed. EmmGru      ( Date: 16-May-2017 12:40) Posted: ya I really hope I can buy back today, otherwise will feel naked without my shares and have to pray the report dun come out so fast RedEye1811      ( Date: 16-May-2017 12:33) Posted: If looking to 2018 as your target area then the selling is something should not worry about as a longist. Only concern is whether can pick up - if got the resources - some additional lots at a nice entry point that may increase your overall final outcome once they get into production and make deliveries. Hey, a lot of my paper gain already gone compared to a week or so ago but based on current info I am happy to hold till 2018. It did drop into a target area to accummulate for myself - though bounced back - but personally I decided to hold off. See if has any 4pm action and pushdown then. I am looking at broader market feeling that may be a few more days of negative selling so may fall to even better levels. Need patience and a strong stomach.
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HoSeyLah Member	16-May-2017 12:46        HoSeyLah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agreed. Sold off most of my holding 2 fridays ago .. and has been in accumulation mode since it drop back to 0.30 . Waiting to load more if it drop back to 0.26 , 0.22 or even 0.20 Patience guys ... patience.....   RedEye1811      ( Date: 16-May-2017 12:33) Posted: If looking to 2018 as your target area then the selling is something should not worry about as a longist. Only concern is whether can pick up - if got the resources - some additional lots at a nice entry point that may increase your overall final outcome once they get into production and make deliveries. Hey, a lot of my paper gain already gone compared to a week or so ago but based on current info I am happy to hold till 2018. It did drop into a target area to accummulate for myself - though bounced back - but personally I decided to hold off. See if has any 4pm action and pushdown then. I am looking at broader market feeling that may be a few more days of negative selling so may fall to even better levels. Need patience and a strong stomach. EmmGru      ( Date: 16-May-2017 11:55) Posted: Ya, longists dun worry abt the selling. Shortists no need to jeer also. Some of the selling tis morning was me. I saw the downtrend and decided to capitalise by sell high buy low. Now it turns out the buying is very strong. Hope I dun regret  Can the longists bro buy slower pls, leave some for me!!
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EmmGru Veteran	16-May-2017 12:40        EmmGru About Contact  Quote this Post!
x 0   x 0  Alert Admin	ya I really hope I can buy back today, otherwise will feel naked without my shares and have to pray the report dun come out so fast RedEye1811      ( Date: 16-May-2017 12:33) Posted: If looking to 2018 as your target area then the selling is something should not worry about as a longist. Only concern is whether can pick up - if got the resources - some additional lots at a nice entry point that may increase your overall final outcome once they get into production and make deliveries. Hey, a lot of my paper gain already gone compared to a week or so ago but based on current info I am happy to hold till 2018. It did drop into a target area to accummulate for myself - though bounced back - but personally I decided to hold off. See if has any 4pm action and pushdown then. I am looking at broader market feeling that may be a few more days of negative selling so may fall to even better levels. Need patience and a strong stomach. EmmGru      ( Date: 16-May-2017 11:55) Posted: Ya, longists dun worry abt the selling. Shortists no need to jeer also. Some of the selling tis morning was me. I saw the downtrend and decided to capitalise by sell high buy low. Now it turns out the buying is very strong. Hope I dun regret  Can the longists bro buy slower pls, leave some for me!!
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RedEye1811 Master	16-May-2017 12:40        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Okay. Now clear. I prefer to not to incur too much transaction costs bothering to go in and out. At this point just content to accummulate at good entry price I comfortable with and then hold looking to max my long-term return. May not be best strategy but that what focus on now. May see the paper gains go up and down but prepared to be brave...LOL. Good luck on trying to get in cheaper Bro. EmmGru      ( Date: 16-May-2017 12:30) Posted: Sell high buy low Already sold, now trying to buy back. Be a good bro and look for some shortists for me hahaha. Wish me luck! RedEye1811      ( Date: 16-May-2017 12:23) Posted: Confused Bro. You selling or buying? One post you looked like trying to buy, then in this post you indicate you sold
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