Nemaska Lithium Inc NMKEF

First Glance Highlights from the Press Release....

[CanadaCoin]

- NPV is down slightly, once you take into consideration of the $340M 'sunk' costs, but surprisingly higher than I thought it would be

- OPEX has increased substantially

- CAPEX is up $468M plus 'sunk' costs

- Production is now 100% Hydroxide at a rate of 37,000 tonnes/annum

- Plant production will not commence until November of 2021. [Opinion: It will take at least six months to fully ramp up to 'nameplate capacity' - May 2020.....if all goes well].

[mario2007]

Could this explain the 60M volume of last week? This NPV is an excellent news

[CanadaCoin]

No it's not!  The 2018 NPV was $2.4B. Divide that by 800M shares Outstanding and you get $3.00/share! Today's NPV is $2.3B. Divide that by 3,400,000,000 shares Outstanding and you get $0.68/share! The Cash Shortfall, the Dilution, and all the delays has caused a severe negative impact on the vast majority of shareholders, and subsequent return on investment. Does Nemaska need the

[mario2007]

I mean it’s good versus what I eas expecting.  You need to consider that one share today gived you one right to buy at 0,25. So you’re « benefiting » from the dilution. So it’s over a dollar considering that

[nickto]

This post has been removed in accordance with Community Policy

[CanadaCoin]

No you're not! This Cash Shortfall and subsequent finalncing is most definitely an unwanted scenario.  Now, shareholders HAVE to participate in the Rights Offering....just to remain at PAR. There is no benefit to being placed in this unfortunate situation. Even if you fully exercise ALL your Rights, you have still been diluted. The share base has gone from 800M to 3.4B! You are not ahead

[mario2007]

You’re right when comparing let’s say to one year ago. But if we’re trying to put a value to CURRENT share value, you need to consider your future participation. I’m curious yo ser where we are heading. But expect a good move

[raziel]

Mario, what do I need to do to buy shares at 0.25 for every share that I now own? TIA

[mario2007]

Nothing. We should receive our right only after the special meeting. From what I understand they will be tradable

[JeanGuy]

Ca sort d'ou ton 468M$ ?