Back

Latest Forum Topics / Alita Resources    Last:0.078 --

Post Reply

alliance mineral resources move up Post Reply Rate topic
Atom99 Master	03-Apr-2017 16:47        Atom99 About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Once you hv eliminated the impossible,whatever remains TRUTH"
x 0   x 0  Alert Admin	In US$? timothylim890      ( Date: 03-Apr-2017 15:07) Posted: I think this is a good overall framework for those attempting to do a valuation estimate. Thanks! furnaces      ( Date: 03-Apr-2017 15:03) Posted: Production -                  Spodumene Concentrate = 120,000 to 160,000 tonnes per annum (average 140,000) -                  Tantalum Pentoxide = 300,000 pounds per annum Before processing, these ores are worth -                  Spodumene Concentrate = US$900 per ton -                  Tantalum Pentoxide = US$60 per pound Total worth per annum (before accounting for operating costs) -                  Spodumene Concentrate = US$900 per ton x 140,000 = US$126,000,000 -                  Tantalum Pentoxide = US$60 per pound x 300,000 = US$18,000,000 Total worth per annum (after accounting for operating costs) -                  Spodumene Concentrate = (US$900 &ndash US$250 per ton) x 140,000 = US$91,000,000 -                  Tantalum Pentoxide = (US$60 &ndash US$30 per pound) x 300,000 = US$9,000,000 The infrastructure is mostly in place or funded by Tawana Resources, so Alliance shouldn&rsquo t incur too much of a cost here. Total operating profit per year about US$100,000,000 or S$140,000,000 Alliance Mineral 50% share in Joint Venture = $70,000,000 Additional expenses for Alliance Mineral assuming $5,000,000 (tax, administrative etc) Net Profit = $65,000,000 Assuming a 8x P/E ratio, same as Galaxy Resources = Market cap to be about $520,000,000 Target Price = $520,000,000 / 480,000,000 shares = $1.08 per share.   Well, above is an ideal scenario. Execution risks poses a serious threat as well as offtake agreements. An also, if the disclosed data  are not what they actually are.
Useful To Me  Not Useful To Me
MooMoo Senior	03-Apr-2017 16:29        MooMoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes, looks like it.  The price has more than recovered even without any formal news locally.  Tomorrow may have another big cheong!! syajun1981      ( Date: 03-Apr-2017 16:21) Posted: I think there will be one report by tonight stated in the presentation slides of Tawana. MooMoo      ( Date: 03-Apr-2017 16:07) Posted: Are we still expecting a formal feasibility report to be lodged with SGX?  If yes, then there will be another " boomz" .
Useful To Me  Not Useful To Me
syajun1981 Member	03-Apr-2017 16:21        syajun1981 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think there will be one report by tonight stated in the presentation slides of Tawana. MooMoo      ( Date: 03-Apr-2017 16:07) Posted: Are we still expecting a formal feasibility report to be lodged with SGX?  If yes, then there will be another " boomz" . RedEye1811      ( Date: 03-Apr-2017 15:58) Posted: Maybe not...still close to an overbought position....may did down into 34c-35c range tmr as could see stability...presuming no announcement...if announcement could be off and running...but patience suppose is name of game...and if long term investor thinking has potential to go to 50c - 60c in next 12 months then buying at current price still attractive...if got even 25% return on your investment (buying now at 36c/37c) and selling at say 55c in 12 months then better than the bank...
Useful To Me  Not Useful To Me
LacOperon Member	03-Apr-2017 16:14        LacOperon About Contact  Quote this Post!
x 0   x 0  Alert Admin	I' m actually thankful for the shortist for alllowing me to buy more at a discount. At their expense. KopRed75      ( Date: 03-Apr-2017 16:10) Posted: I pity those retail investors who sold off at a loss last Thu and Fri. No pity for those shortists who think that they have rode the right waves and end up getting burnt today.
Useful To Me  Not Useful To Me
chanbs Elite	03-Apr-2017 16:11        chanbs About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 huge BUY single trade (min 400, 000 shares) @ 37.5 cts done within 5 mins of each other
Useful To Me  Not Useful To Me
pool100 Veteran	03-Apr-2017 16:11        pool100 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your estimates are quite conservative but yes you' re on the right track. furnaces      ( Date: 03-Apr-2017 15:03) Posted: Production -                  Spodumene Concentrate = 120,000 to 160,000 tonnes per annum (average 140,000) -                  Tantalum Pentoxide = 300,000 pounds per annum Before processing, these ores are worth -                  Spodumene Concentrate = US$900 per ton -                  Tantalum Pentoxide = US$60 per pound Total worth per annum (before accounting for operating costs) -                  Spodumene Concentrate = US$900 per ton x 140,000 = US$126,000,000 -                  Tantalum Pentoxide = US$60 per pound x 300,000 = US$18,000,000 Total worth per annum (after accounting for operating costs) -                  Spodumene Concentrate = (US$900 &ndash US$250 per ton) x 140,000 = US$91,000,000 -                  Tantalum Pentoxide = (US$60 &ndash US$30 per pound) x 300,000 = US$9,000,000 The infrastructure is mostly in place or funded by Tawana Resources, so Alliance shouldn&rsquo t incur too much of a cost here. Total operating profit per year about US$100,000,000 or S$140,000,000 Alliance Mineral 50% share in Joint Venture = $70,000,000 Additional expenses for Alliance Mineral assuming $5,000,000 (tax, administrative etc) Net Profit = $65,000,000 Assuming a 8x P/E ratio, same as Galaxy Resources = Market cap to be about $520,000,000 Target Price = $520,000,000 / 480,000,000 shares = $1.08 per share.   Well, above is an ideal scenario. Execution risks poses a serious threat as well as offtake agreements. An also, if the disclosed data  are not what they actually are.
Useful To Me  Not Useful To Me
KopRed75 Veteran	03-Apr-2017 16:10        KopRed75 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I pity those retail investors who sold off at a loss last Thu and Fri. No pity for those shortists who think that they have rode the right waves and end up getting burnt today.
Useful To Me  Not Useful To Me
RedEye1811 Master	03-Apr-2017 16:10        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Thanks for clarifying...just curious... chanbs      ( Date: 03-Apr-2017 16:00) Posted: may not be .... same person / entity .... RedEye1811      ( Date: 03-Apr-2017 15:46) Posted: How you know same person?
Useful To Me  Not Useful To Me
MooMoo Senior	03-Apr-2017 16:07        MooMoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Are we still expecting a formal feasibility report to be lodged with SGX?  If yes, then there will be another " boomz" . RedEye1811      ( Date: 03-Apr-2017 15:58) Posted: Maybe not...still close to an overbought position....may did down into 34c-35c range tmr as could see stability...presuming no announcement...if announcement could be off and running...but patience suppose is name of game...and if long term investor thinking has potential to go to 50c - 60c in next 12 months then buying at current price still attractive...if got even 25% return on your investment (buying now at 36c/37c) and selling at say 55c in 12 months then better than the bank... freckles*.*      ( Date: 03-Apr-2017 15:48) Posted: Miss the boat....
Useful To Me  Not Useful To Me
chanbs Elite	03-Apr-2017 16:02        chanbs About Contact  Quote this Post!
x 0   x 0  Alert Admin	LMAO ... the 180 degree u turn dude i was referring to earlier timothylim890      ( Date: 03-Apr-2017 11:30) Posted: His position changes depending on where the stock price is going la bro. Must be trading on a new kind of exchange which allows you to change your holding according to your whims. RedEye1811      ( Date: 03-Apr-2017 11:28) Posted: Thought you sold all your stock before impact curbs came into being...
Useful To Me  Not Useful To Me
chanbs Elite	03-Apr-2017 16:00        chanbs About Contact  Quote this Post!
x 0   x 0  Alert Admin	may not be .... same person / entity .... RedEye1811      ( Date: 03-Apr-2017 15:46) Posted: How you know same person? chanbs      ( Date: 03-Apr-2017 15:44) Posted: someone bought 150000 @ 37 cts last thurday only to panic sell at 0.30 now it is past that
Useful To Me  Not Useful To Me
RedEye1811 Master	03-Apr-2017 15:58        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Maybe not...still close to an overbought position....may did down into 34c-35c range tmr as could see stability...presuming no announcement...if announcement could be off and running...but patience suppose is name of game...and if long term investor thinking has potential to go to 50c - 60c in next 12 months then buying at current price still attractive...if got even 25% return on your investment (buying now at 36c/37c) and selling at say 55c in 12 months then better than the bank... freckles*.*      ( Date: 03-Apr-2017 15:48) Posted: Miss the boat....
Useful To Me  Not Useful To Me
choong Senior	03-Apr-2017 15:57        choong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wait for another 2 or 3 days! MKMQMJ      ( Date: 03-Apr-2017 15:50) Posted: Bought at 0.365 Selling at 0.45
Useful To Me  Not Useful To Me
MKMQMJ Member	03-Apr-2017 15:50        MKMQMJ About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Bought at 0.365 Selling at 0.45
Useful To Me  Not Useful To Me
freckles*.* Senior	03-Apr-2017 15:48        freckles*.* About Contact  Quote this Post!
x 0   x 0  Alert Admin	Miss the boat....
Useful To Me  Not Useful To Me
RedEye1811 Master	03-Apr-2017 15:46        RedEye1811 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	How you know same person? chanbs      ( Date: 03-Apr-2017 15:44) Posted: someone bought 150000 @ 37 cts last thurday only to panic sell at 0.30 now it is past that
Useful To Me  Not Useful To Me
chanbs Elite	03-Apr-2017 15:44        chanbs About Contact  Quote this Post!
x 0   x 0  Alert Admin	someone bought 150000 @ 37 cts last thurday only to panic sell at 0.30 now it is past that
Useful To Me  Not Useful To Me
naocan Member	03-Apr-2017 15:42        naocan About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.395 coming.... crazy surge. choong      ( Date: 03-Apr-2017 14:51) Posted: Let' s see whether it will push to close above 37 at closing.
Useful To Me  Not Useful To Me
choong Senior	03-Apr-2017 15:40        choong About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today is take off day! MooMoo      ( Date: 03-Apr-2017 15:05) Posted: The chart' s looking very good.  My broker commented that it is now a real upward push since the retail uncles & aunties are out of the picture.  choong      ( Date: 03-Apr-2017 14:51) Posted: Let' s see whether it will push to close above 37 at closing.
Useful To Me  Not Useful To Me
MKMQMJ Member	03-Apr-2017 15:21        MKMQMJ About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	I bought at 0.365
Useful To Me  Not Useful To Me

                                                         First   < Newer   7521-7540 of 10377   Older>   Last