GREY:NMKEF - Post by User
Comment by
Mstan011on Jun 14, 2016 8:42pm
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Post# 24965938
RE:RE:Interview from june 2
RE:RE:Interview from june 2
English version.Good to read: Guy Bourassa said in the interview that the target share price should be more than 3 times the current value. He says from 8 minutes and 45 seconds (up to 9 min 45 seconds) in the interview that the share price should be in a ratio of 1: 1 between the NPV and the market value of the company. And this value should already be since the PEA (pre-feasibility study) Currently, the NPV is $ 1 billion, while the market capitalization of NMX (2 June 2016) is about $ 400 million. THEREFORE, the value of the share is 3 TIMES lower than it should be. And, in addition, was already out the feasibility study. So ca should be even higher than the NPV. Compared with other companies, this is how that calculates the value that should have a share. And as Guy Bourassa says, there is room (plenty of room) has increased the value of the action. Nemaska especially the production cost for lithium hydroxide is significantly lower than the biggest of this world as ALB, SQM, FMC. So even if there is a production surplus in 5-6 years, it is not NMX will close because it's NMX which has the lowest production cost. This will be the only one that will produce a "full capacity" without worrying about the price of lithium. and regardless of the price. There is no fear has to do with the current value of the share ($ 1.45 / share) There are many who will bite the fingers soon ... Due Diligence Please except ....