Carabella Res Ltd Nsw CBLLF

Spoke to Anson and KBLT, Read 4 Seperate reports and it'deal

[abrahaminc]

Hello, I have taken the time to research the deal. Spoke to Anson and Cobalt 27, reviewed the reports From Eight Capital, RBC, TD and Numis. The deal values the Physical Cobalt at $16-18 a pound and the Voisey Bay Stream at around $20 Future Value. The market is undervaluing Nickel 28 and maybe pricing in the deal not going through. I have purchased as much stock as I can and hope that the deal goes through because of the easy entry into Nickel 28 and would use any cash to purchase additional Nickel 28 stock at current prices. I think the deal not going through is risky because it could tank the stock. Alternative Scenario is the stock is bouyed by the deal not going through and rises but it's hard to know to what extent and where it goes after that decision. Cash is always King, $3.57 cash +stock in hand is better than todays low of $ 3.76 The take over terms for management were pre existing as a part of their employment contracts and not laid out for this takeover specifically, so that's hard to fault. Highly recommend everybody votes 'Yes'. Given the current market state it's a good deal. All the best. Thank you

[Nickelrush]

If you vote yes, then you like to get robbed!

[Nickelrush]

The best interest for the shareholders is a no deal en management forced to get out. And that will happen as they overplayed their cards

[xghazzix]

This is where Im' at, good analysis. Its not the best deal but its better than no deal. If the deal is voted down the stock will tank. Id rather take the cash and whatever Nickel28 turns out to be.lol i'll probably sell nickel28 as soon as it trades, but anything i get for it, plus the cash from the deal is better than where the stock will be if its voted down.  

[Blaireau]

If you're at good analysis, how do you explain RBC Capital downgrade from 8$ to 4.50$ citing Pala agreement as the only reason for lowering price target ?!? https://thefly.com/landingPageNews.php?id=2923734&headline=CBLLF-Cobalt--downgraded-to-Sector-Perform-from-Outperform-at-RBC-Capital Moreover, It seems that those in the YES camp have truly not the same time horizon that those in the

[abrahaminc]

Andrew Wong also said that $5.75 was a fair valuation, not sure how many read the reports. I affirmed that it's a possibility that a failed bid could cause the stock to tank but that it could also buoy the stock. IMO it's a good deal with lots of upside. Thanks.

[hawkman1969]

5.75 may be a fair offer and I might say yes to an all cash offer of 5.75, but that's not what they are offering. They are offering 3.57 plus a worthless shell company.

[abrahaminc]

Ramu is a mine + Refinery, a integrated operation with exploration upside and high standing on the low cost curve. The dilution ratio on expansion in Ramu is also extremely favourable to KBLT as a shareholders. If we decide stay at Status quo expansion our revenues double with a 30% dilution. It's a great deal for minority stakeholders. My point being that it's definitely not a shell

[Hamers]

Management is not providing a lot of figures regarding the Ramu stream, why?? No cost price, production results, etc. Becausse it's a worthless stream with this Nickel prices

[Glossyeye]

BS and more BS. Nickle28 is valuless. just have to look at the price of cobalt27. CEOs getting rich off the backs of their investors

[xghazzix]

lol, the only guy on the board speaking in full sentences on this. Everyone else is just mad they're underwater and ignoring the actual deal/trumpeting Anson's flawed PR. Be cautious blindly following a predatory hedge fund.  GLTA, will be voting for. 

[Hamers]

Anson is fighting for the interest of their shareholders/investors, meanwhille Cobalt 27 management is screwing his shareholders! So xghazzix who is predatory???

[xghazzix]

Are you sure about that Hamers? Google Anson a bit, you'll see they love to short and distort, they've been sued by two different comapnies for it. Are they even long KBLT? Strange they didn't mention how many shares they have in their PR.................. GLTA, cheering for the longs

[Hamers]

What a joke... Ever checked how much shares management ownes in Cobalt 27, almost nothing compare to what they receive if the sale to pala succeeds, Anthony Milewski $7,772,402 Justin Cochrane $5,303,313 Martin Vydra $2,260,000 Conor Kearns $180,043 Subtotal Management $15,465,758 Advisors (estimate) $6,034,242 Total Transaction $21,500,000 Offer of CAD 5,75(includes new Nickel 28 shares

[Nickelrush]

It's a set up betweem he ceo and pala. Eight months ago ceo was working at Pala! So now they have made a deal where ceo makes a killing, pala buys cheap in Cobalt and the shareholders have to sell on almost the low....