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Argex Titanium Inc. ARGEF

"Argex Titanium Inc is a Canadian company producing high-grade titanium dioxide (TiO2) pigment. The company has developed a chloride-based technology, which is environmentally sustainable. The white pigment produced by Argex is to be used in high-quality paints, plastics, specialty, and other applications."


GREY:ARGEF - Post by User

Bullboard Posts
Post by skyyvodkaon Nov 15, 2014 4:31am
443 Views
Post# 23132014

Financing

Financing
They have now expanded their workforce to 22,  mostly very senior people with a vast experience. Excellent risk mitigation as people are hard to get.

As for Roy saying that the SP had to do with warrants it is quite natural, they have made good progress throughout the year and then the SP suddenly tanks just before warrant expiration. As Management feel that the company value is deeply undervalued, of course that is the only thing that could explain the downturn. It can still be the case as ~5 million new shares came to market and it will take a little time for long term investor to absorb them.

From now on the share price will be determined by the financing terms and how much equity we will have to give away. I do not see how any of the other items on this list will have an effect besides creating momentum for the stock.

With Glen Kayll on the team and Roy's background it will be a mixed bag with debt, senior debt, equity, plant equity, equipmenet financing etc.. there are lots of room for creative minds to structure a deal that will benefit long term share holders. I guess Luxor at least want to hold on for 5+ year unless there is a good buy-out offer on the table. This will be a golden goose once we get to production.


BUSINESS STRATEGY AND GOALS 
Our strategic priorities continues to focus primarily on advancing towards production at our first proposed 
production facility in Valleyfield, using our patented process. In 2014, our goals include: 
1. Complete project financing for our first industrial-size production facility in Valleyfield; 
2. Initiate the construction and procurement of major equipment for this facility; 
3. Launch the production phase of our patented process; 
4. Conclude purchase and supply agreements with other consumers of TiO2; 
5. Recruit talented management personnel to lead our growth; and 
6. Conclude supply agreements for operating inputs.
Bullboard Posts