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Nickel 28 Capital Corp V.NKL

Alternate Symbol(s):  CONXF

Nickel 28 Capital Corp. is a Canada-based nickel-cobalt producer through its 8.56% joint-venture interest in the Ramu Nickel-Cobalt Operation located in Papua New Guinea. In addition, the Company manages a portfolio of nickel and cobalt royalties on projects in Canada, Australia and Papua New Guinea, including a 1.75% net smelter return (NSR) royalty in the Dumont nickel project in Quebec and a 2.0% NSR royalty on the Turnagain nickel project in British Columbia. The Company is focused on building its portfolio of battery metals investments, including streams, royalties and other direct interests in producing mines, development projects or exploration properties. The Company's royalties include Dumont Nickel-Cobalt Royalty, Turnagain Nickel-Cobalt Royalty, Flemington Cobalt-Scandium-Nickel Royalty and Nyngan Cobalt-Scandium-Nickel Royalty.


TSXV:NKL - Post by User

Post by urai58on Jun 03, 2022 4:22am
267 Views
Post# 34728701

Skin in the game

Skin in the game
It is always emphasised by companies - including Nickel 28 - how high the insiders (management directors) have a stake in the company. This circumstance is called "skin in the game". Low participation not good - high participation very good.
 
At Nickel 28 it looks like this (according to SEDAR/SEDI):
 
Fully Dilluted Shares, RSU (Restricted Share Unit) and Options: 97.5m
 
Insider participation shares, RSU, options: 22.3m
 
Participation rate of insiders: about 22%
 
 
Although the management/directors have been quite "generous", the participation rate is so high that the interest in a rising share price is disproportionately high. Effectively, we will see in a year's time whether the shareholders can also profit directly from the success: Then the decision should be made whether and, if so, how high the dividend for the 2022 business year will be.
 
The dividend decision is at least foreseen in the updated presentation as of June 2022, Slide No. 28 (pdf) in 2023. I assume - if Ni/Co prices as well as Ramu's production performance remain at this level - 0.05 to 0.10 per share.

[url=https://https://www.nickel28.com/_resources/presentations/corporate-presentation.pdf]https://www.nickel28.com/_resources/presentations/corporate-presentation.pdf[/url]

 
urai58
 
Translated with www.DeepL.com/Translator (free version)
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