Nemaska Lithium Inc NMKEF

RE:RE:RE:RE:RE:RE:Taking nmx private

[mining28934]

I find it very surprising that you just gave a call to those analysts and they ALL speculated on a potential buyout by a chineese company. Current trading  of the stock does not seem to reflect this. If a rumor was in the air for a potentital buyout between 70 and 80,daily volume would be much higher.

ThunderKush wrote:

1) Call them yourselve, there is phone number and they answers most of the time it's a direct line.

2) Why there is not that much loading at such risk/reward spot ? I don't know. Sometimes I see company like SHOP at 50$ 2016 and Aphria at 2$ in 2015, I know htey are going 200%+, still, most of people do not load. I don't know and this is what we call an opportunity I guess.

In opposition of what you are saying, I think smart money is gently loading. To maximize their reward, they need not to drive the price north too much I would guess. Still, it's a guess.

I Don't see a flaw in this scenario. It's just rumors for now but when severals sources from different firms tends to suggest it, it's because there is material supporting theses rumors IMHO.

this is, still, just a theory. But I believe is very likely with the information provided with my DD.

Thanks

Best regards !
 

CanadaCoin wrote: "I have called the vast majority of analyst covering the stock and they all says chineese are offering 70-80cents/share for a all in take-over. I believe management is refusing to negociate a way better deal. In case they do not succeed, I think 80 cents/ share buyout will be our worst case scenario."

Congrats Thunder.....for I would never be able to speak to these rather busy individuals. But many  questions arise from your post.

You are stating that these anaylsts are willing to share and confirm this Chinese buyout offer to random callers, yet the 'big boys', the 'smart money' is NOT stepping up to the plate to take advantage of this awesome opportunity. Do you see a flaw in this scenario? 

Please don't tell me the price is being held down because of some sort of exagerated Short Campaign, for I will take issue with that argument. :)



Disclaimer: since the news came out in late Feburary about "Nemaska reviewing all strategic alternatives for the Corporation", I am also of the very strong opinion that a buyout is the primary play now. Notice how the company specified that the possible alternatives were for the 'Corporation', and not for the project! :) 

Off topic to my friend Mick - a Blessed St. Joseph Day to you!
 

 

ThunderKush wrote:

This is the worst case/most likely scenario if no financing is granted in decent terms.

I have called the vast majority of analyst covering the stock and they all says chineese are offering 70-80cents/share for a all in take-over. I believe management is refusing to negociate a way better deal. In case they do not succeed, I think 80 cents/ share buyout will be our worst case scenario.

This is why, imho, this is a scream buy at such prices, with a 125% upside in a low ball scenario.

And to put this in perspective, acquirer pays around 600m, put 400m (total 1B) and is able to get a payback in 3 years + have 30 years at 250-400millions net profit / year which make sence for him to stretch 1B.

All IMHO

Thanks
 

Tcheck wrote:
the thing is
that one doesnt know what tone buys.
this could very well become a chinese company .
who knows