Nemaska Lithium Inc NMKEF

RE:RE:RE:Non / to low dillutive deal in the making - IMHO, strong BUY

[mick1888]

CanadaC your fact checks seem to be rather bias towards 'dissing' positive NMX posts, with no (or little) comment on negative posts. Although your not upfront about it, the impression given is that people should 'get out' of NMX which is disingenuous on your part. What I honestly do not understand is that this tactic will only re-cycle short term shares as I doubt very much if any long would be interested in selling up (we're in this for different reasons). Can you please explain to all us naive, non investor people what this game is all about.... ;-)

Happy St 'Little John' day

CanadaCoin wrote: I receive numerous private messages asking me to continue to fact check posts here on the NMX Board. As time consuming as that is, here goes...  ;-)

"big major company like Ford,Volkwagen and others confirmed their intention to fast-track the EV market penetration, thus translating into higher demand for lithium."

For those who have followed this EV sector since Tesla came into existence, have witnessed this very common news headline on a repetitive basis. 

"With the last PR at NMX regarding formers high level manager at Investment Quebec joining on board for the financial package...."

NO, Sequin [with IQ ties] was appointed to the 'Board of Directors', and not the 'special committee' to review all strategic alternatives. 

I know, I know, that is not to say that Sequin will not be called upon to offer financing advice. Remember, I was only asked to fact check and keep the record straight. ;-)

Good luck today, looks like a little rallying taking place. 

TheAdvisor.FRWM wrote: I have received a lot of private message about updates on my thought of NMX.

Nothing much have changed, expect 2 facts

1- big major company like Ford,Volkwagen and others confirmed their intention to fast-track the EV market penetration, thus translating into higher demand for lithium.

2- Finally, the Quebec budget seems very positive for Nemaska, as it open doors for additionnal government help, and more interest from the government to secure local ressources and/or high value added projects.
With the last PR at NMX regarding formers high level manager at Investment Quebec joining on board for the financial package, with close ties with the governement, combined with allowance of additionnals billions from their former investment group, can only be positive for NMX outcome.

Thoses two points are high level but points torward positive outcome for Nemaska.

Thanks

Advisor

TheAdvisor.FRWM wrote:

As I posted the days after the news for additional fundings. There is 3 simple way to raise money at this point :

1)share (kill the company because of the float size),
2) debts (unlikely but possible on a small scale  because of the level of leverage already integrated in the financial package).
3) Selling stream, ( was already an option since 10% was left, now up to 35% with livent stream recently available.

It will certainly be a small portion of #1 combined with a large portion of #3. Why would you sell sample to 20 potentials clients if it was to issue shares significantly?... Simply sell yourself and get what you can. The Grade is in the 5% most rare worldwide while the deposit is top 3 worldwide. Lithium is a key component for the next century and every smart money institutionnal know it.

I believe the deal will be from 80-100% from selling stream, while there should be a little part of warrents (best case) or straight share (worst case) to finalize it. What is sure is :

- Majors from industry says Lithium demand is growing bigger than expected
- 90% of project since 2014 has failed to a) ramp up (for current producers) or b) simply move forward as expected for exploration stage.

Combine both factor, and you realize how Valuable is NMX with his 1yr from production + large deposit + high grade + strategic position in Qc with low cost electricity.

This is a strong buy, and it's probably why 7 out of 7 firms covering the venture have 0.50$ to 1.50$ cents Price target on the venture.

Good luck to all

/////


Thing to consider also is 1.4 B was raised at 1.1$/share. There is no way 80% of the funders will accept the remaining 20% to be a 30-40cents/share, Except if it's them, or a part of them. 

Think about it, in their position they will probably ask for a discount or take it all but will never accept another comers paying 30% what they paid when the project was more early stage and riskier.

Retails getting flushed and selling to smart money in the comming days.

Read more at https://stockhouse.com/companies/bullboard/v.nmx/nemaska-exploration-inc?postid=29427666#pYiIBzx2AW6of0zx.99