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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

Comment by glacieron Apr 19, 2023 1:11pm
84 Views
Post# 35403343

RE:RE:RE:RE:RE:Nickel 28 Confirmation of Largest Ever Ramu Cash Distr.

RE:RE:RE:RE:RE:Nickel 28 Confirmation of Largest Ever Ramu Cash Distr.

On January 30th the stock price was $.97 and Nickel prices were ~$30,000 and management said they would use excess cash to repay construction debt.

On April 18th the stock price was $1.17 and Nickel prices were ~$25,000 and management said they will use excess cash to buy back stock.

This isn't complicated.  The stock is up ~20% and Nickel prices are down ~15% but now management thinks buying back stock is more attractive without explaining why.  Not only does this imply they were either wrong then or they're wrong now but given the context (tender from a shareholder agitating for change) it seems awfully generous to assume management is acting in good faith here.

Its the same with the rights plan - management can have a 26.5% position (largely granted for free) but no one else can pay market price for more than 20%.  Sure...
 

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