TSXV:AAA.P - Post by User
Comment by
Ethanbrodie123on Feb 12, 2015 4:36pm
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Post# 23423968
RE:RE:RE:Developments and comments from ICL
RE:RE:RE:Developments and comments from ICLI think already investors want to see the pea of the sop before a buyout or the buyout would have to be at more of a premium as chances are the pea will be very positive. I actually don't think ICL wants to buy the company. I think what they may do is to buy more of aaa through their warrants and maybe do another buy in to increase their holdings but also provide the extra financing themselves to increase production to what they want for 1.5-2 mil tonnes for MOP. This is another reason I believe he was stating in the conference call that they would be able to replace all of their dead sea operations. I also see them interested in SOP as they have had trouble in the past by being mostly in israel, now, they want to diversify more.. I think they will strike in some way after the PEA. but, this could also be a reason why the pea has not been released as ICL may be in discussions about a deal before the market knows about the pea... Alot of possibilities but I do think ICL is very interested in some way to take on allana. ideally, they would extract the most value at a transaction without a positive pea being public. But, do not fret allana investors... Allana management knows that their pea is most likely positive (if they don't know results already) and allana and ICL knows what a very positive pea would do to the company especially at the size of the resource and economics. Allana still has leverage to ICL.. I think we would get valued at over 1.00 for a buyout of sop and mop. that's only 300 mil. Where at production of mop and sop could be at around a billion a year. with one of the lowest cost producers in the world. oh ya for 50 years.. oh ya, and that does not include ramping up to 2-3 mil per year for mop... I see allana in 2020 generating about 600 mil or 1 dollar per share profit on 600 mil shares. what do you think the shareprice should be with that multiple??. That's 450$ per tonne (very conservative) mop and 650 per tonne sop. obviously loose financials but should be around that.. oh ya, rail and power would be built or being build which would reduce opex probably 33%... I would really rather allana not get bought out and I would love to trade and hold long term..