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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 Jun 13, 2016 11:51am
116 Views
Post# 24960435

RE:RE:RE:RE:RE:RE:RE:ICG PEA and Sigma Mill Refurbishment

RE:RE:RE:RE:RE:RE:RE:ICG PEA and Sigma Mill RefurbishmenttomG
"If the initial CapEx is low" as you said, then presumably ICG can proceed to the production stage alone by raising the CapEx through equity offering. If they need $60-70M, even $100M they just offer 100Ms say @1.00/s (assuming the SP would reach that level following an excellent PEA). As an option, they may want to bring in a 50-50 partner (ELD is lurking behind the curtain) to share the risk of the project,... and to tap in the expertise of a senior miner. They may (most likely, actually) even make ELD the operator of the Lamaque South project, since ELD has people with  wealth of experience on putting together and operating several mines around the world.

The conventional way to proceed would be to go through a BFS, but if they don't need the bankers for debt financing, why would they spend several $M (say, $10M)  to produce this document. All they need is the PEA, as required for the conversion of  exploration claims to mining licences.

If ELD needs to convince its own shareholders, then let them produce (and pay for) the BFS. But, I don't think that ELD would need to ask its shareholders for approval for this kind of activity. If their BoD approves a proposed JV, would that be good enough? (just like spending hundreds of $M to bring the mines in Greece into production).

GH

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