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Electra Battery Materials Corp V.ELBM

Alternate Symbol(s):  ELBM

Electra Battery Materials Corporation is a Canada-based processor of low-carbon, ethically sourced battery materials. The Company is focused on building a supply of cobalt, nickel and recycled battery materials. It is engaged in the business of battery materials refining, including refining material from mining operations and from the recycling of battery scrap and end of life batteries. It owns two main assets: the refinery located in Ontario, Canada and the Iron Creek cobalt-copper project located in Idaho, United States. Its projects include Ontario Refinery, Recycling, Becancour, North American Nickel and Iron Creek. It is in the process of constructing its expanded hydrometallurgical cobalt refinery, assessing the various optimizations and modular growth scenarios for a recycled battery material (known as black mass) program, and exploring and developing its mineral properties. The Iron Creek Project consists of mining patents and exploration claims over an area of 3,300 hectares.


TSXV:ELBM - Post by User

Comment by Mathematikson Mar 04, 2021 12:33pm
250 Views
Post# 32715851

RE:Weak hands will always sell.

RE:Weak hands will always sell.According to this press release, the company has 

2,957,482 warrants @ 0.27 ea 
5,604,561 warrants @ 0.21 ea 

that are expiring on March 15th at 5pm (7 trading days). If these warrants are not exercised by then, they will be worthless. Anyone who owns these warrants would be stupid not to exercise them, and doing so will bring an additional $1,975,477.95 in funding to the company's balance sheet. 

So, it's not a question of "I believe" it's more like "this is happening."

I would also like to point out for anyone reading this that does not know how warrants work - they are essentially like options. They are priced in much the same way but the fundamental difference is that warrants, when exercised, print new shares and dilute the share pool. It is a good way for an enterprise to raise money but can be seen as negative for the shareholders because their ownership is diluted. 

Assuming that these warrants are now in the process of being exercised, we would expect to see the share price drop (but not by how much we have seen this past week.) Now, recently TM exercised some of his warrants, but in order to do so, he had to sell some shares to raise the cash. Some people can't see the logic in this, but my argument was "how many people do you know that have $300,000 in cash lying around?" Anyway, these actions will trigger extra volume and downward pressure on the stock because there are two things happening: selling shares to raise cash ->  price will go down (assuming volume of selling is high enough) -> exercising warrants -> more shares outstanding but market cap remains unchanged, so each share is worth less. 

Let's assume for a moment that the same thing is happening with the people who currently own the warrants outstanding. If they also have to sell shares in the company to raise cash to exercise their warrants, the same process is happening but in a larger volume. Now the weak hands holding the stock who just bought in recently at higher prices are seeing this happen and they're thinking "oh shoot, I need to cut my losses now before they get bigger" which creates more selling. 

- Worth mentioning too that this is only my logical explanation for what is occurring, I can't say for sure that this is actually what is going. 

Source: I go to school for this stuff. 
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