Post by
Patiencemyson on Jul 30, 2023 10:19am
Npv of deposit
@$400 the current value of deposit carbon credit the deposit being 1.47 billion tones x 120kg /tone carbon credit value per tone of deposit / 1000 = 176 million tonnes of carbon credit x $400 = $70.50 $Billion US$
Plus the value of deposit Potassium based fertilizer > $100B.
This is a bonanza long term value for shareholders retail and institutions alike. I expect to see dividends in the next 2-3 years based on the carbon credits.
Mine life value per share is over $1300
This over 50 years is still $26 although value looks like it is low currently it is because we are still ramping up production. Share value may currently be $4-5 but will get to $30-40 when we are at 25-30 Mt/yr. Takes time but we will see $per share price that each shareholder will assess whether it is the best to sell and be happy.
If you sell now you won't be happy later.
GLTA
Comment by
nozzpack on Aug 01, 2023 7:41am
My source... "Whilst its true that a single mature twenty year old tree will both sequester around 3 tonnes of CO2 in its woody mass and also lock about 3 tonnes of CO2 into a cycle of growing leaves, dropping them and decomposition, so a total of 6 tonnes offset; in order to get a twenty year old tree its not as simple as planting one seedling."
Comment by
Benedictus on Aug 01, 2023 8:58am
Gotcha, yes that could certainly be a source of some additional credits although the NR provided mostly relevant details to the ERW credits they're pursuing. Hopefully we get a lot more color around this opportunity in the next quarterly call.
Comment by
medxtractor on Aug 01, 2023 7:52am
I wonder who actually owns the credits as the credits are generated when the product in in the buyers possession. If I was the buyer I would be claiming the credits. An investor would need to know the contractual particulars to make this call. Does anyone have those particulars?