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Intchains Group Ltd V.ICG


Primary Symbol: ICG

Intchains Group Ltd is a provider of integrated solutions consisting of computing application specific integrated circuit (ASIC) chip products for blockchain applications and a corporate holder of cryptocurrencies based on Ether (ETH). The Company utilizes a fabless business model and specializes in the front-end and back-end of Integrated circuit (IC) design, the two components of the IC product development chain. The Company’s products include computing ASIC chip products consisting of ASIC chips, computing equipment incorporating ASIC chips, ancillary software and hardware, the products are mainly used in the blockchain industry. The Company had built a technology platform named Xihe. The Company has developed hardware models and several systems under the Xihe Platform, including a factory production test system, an after-sales data system, a computing server system and a batch management system.


NDAQ:ICG - Post by User

Comment by goldhunter11on Apr 26, 2016 2:05pm
142 Views
Post# 24811374

RE:RE:RE:RE:RE:RE:RE:Prelude to a bidding war

RE:RE:RE:RE:RE:RE:RE:Prelude to a bidding wargoldminer,
440Ms x 1.2/s = $528M is about the price PRB got for Borden Lake which contains some 4.3Moz Au@ over 1gpt (they do have a higher grade core). In about 1 year the Lamaque South could have a potential of 4Moz or so. The grade of ICG would be a lot higher than 1gpt, more like 5+gpt and the fact that the deposit could be mined with  the low-cost rock caving technology just like Goldex. In addition the milling, tailings and some shafts and workings (plus... a ramp is being built for underground access to Triangle and #4 Plug (already accessible via Mine #3). Plus, most major permits are available, these should be considered as +++, since permits would often pose as the biggest headache in mine development.

So, it would be reasonable to add a bit more premium to the sale price of $528M, say $100M, or more generously $200M if there is a bidding war. Just round it up to $700M/440 = $1.60/s.
How does that sound? Not quite a 3-bagger but I would sell 1/3 to get back the original investment and let the other 2/3 ride until the fat lady sings.
GH


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