Nemaska Lithium Inc NMKEF

Upside with deal & dilution

[Charlene]

I hope it is an all equity deal without debt.  Based on the past update.  They need $877M to finance the rest of the project.  They have about $77M in cash on hand.  So, they need about $800M.  If its all equity at $0.25 per share.   

New value = value with current shares @ 0.25/share + $800M
                  ~ $200M + $800M = $1 billion @0.25. 

However, based on the technical report at these low lithium prices - the NPV is $3.1 billion.   That implies a 3x upside.  That is roughly $0.75/share.   

There will likely be an execution discount applied to the stock, so we will likely see the price between $0.50-$0.60 until the project completes.   This assumes the lithium prices stay flat.  If the prices go down, so will the share price.  If the prices go up, share price will follow.

[Tcheck]

Charlene, The money they need seem to change all the time. 375M. 600M and now 800M.? do you include the canceled bonds in the 800 M? then i agree with your numbers mas o menos. i am of the ipinion that the government could offer an interest free loan because they make alot of profit in selling electricity to nmx during the installation and later during the operation . And i am also convinced we

[Charlene]

Tcheck, that is right.  I am assuming that the bonds are cancelled... hence they need $800M.  All signs point to that.  An interest free loan would be great.  That would help the valuation.   However, I doubt they can acquire anything before they start making money/cash flow.  

[Calgary_AB]

Charlene, what was your old alias before Nov.28 2019? Why did you feel the need to change it? Are you a Pumper that's ashamed of empty pumping? Give us your old alias please

[Charlene]

Mr. Calgary,  You are one sad man.

[Calgary_AB]

you assume I am sad, actually I am happy, exited NMX at $1.54...are you as happy as I am? Can you post your old Alias so I know which one of my old bashers you are?

[ewaltz22]

You don't know the half of it....

[joeman]

You know who is sad? All long NMX investors in the past 4 years. Calgary is winning, we all lost our shirts.

[RickHunter]

Joeman do you sell your shares? If so yes you loose. As long the Nemaska company is listed and you keep your shares we lose nothing. Its a long term placement, not for 2 weeks, 2 years or 4 years..Tide will change in 2025, 2028 with electric car more on the roads. We are in the early days..

[Calgary_AB]

By 2025 your shares will be supper diluted to the point you'll have next to no value... you will see.

[joeman]

For sure I sold my shares, I listenned to Calgary and sold around 70 cents a share. Thank you Calgary! I bought a few recently at 17 cents and some at 25 cents but peanuts compared to what I already lost on NMX.

[RickHunter]

[RickHunter]

I wonder what you are doing here if you sold all your shares. Should you be on blog of company stocks you own..

[Calgary_AB]

Rick Hunter the Board patrol. Show me where it sais in board rules you have to be an NMX Long sucker in order to post...

[Calgary_AB]

Thank yourself for being open to listening, you were one of my bashers before.... If you keep buying the dips and sell at .20 - 0.22 you might make some back from ur previous loss but be careful this thing is supper risky, it's like a timebomb never know when it goes off...and trust me it's not going to be to the upside...If you get a big upside push that is a manipulated upside and I

[candele]

This post has been removed in accordance with Community Policy

[candele]

This post has been removed in accordance with Community Policy

[Calgary_AB]

I'm actually not sad or winning anything Joe, I just didn't lose like the LONGS did...the longer they stay the more they lose...and I will be here telling them "I TOLD YOU SO" they are not going to like it but ohhh well...