Frontier Lithium Inc V.FL

Margin, Rio Tinto Takeover, High Purity Lithium,NominalCosts

[lithomon]

Margin, several fold higher, the current share price is a joke but would take me the length of a textbook to explain Why?

As to infrastructure costs......quite nominal, almost minuscule, to what the likes of Rio Tinto and other major producers have expensed at other mining projects throughout the world (sometimes without any return or complete project cancellation) which likely don't even come close to what the short term and long term economic payback & returns will be, from the Lithium production of FL's Lithium mine(s) high grade, high purity discoveries.

Cole McGill of Stifel hit the nail on the head in the intro with Andy Bell (low iron, high purity & Frontier Lithium).
Haven't watched the full video yet (time constraints) but will do so during the Christmas shutdown.

Merry Christmas, Happy Holidays AND Happy Hanukkah to ALL !!!!!!

[Margin321]

Just curious what you feel would be acceptable takeover bid and also what you think FL might be worth in 5-10 years if they do manage to progress to production either by themselves or with a minority JV partner. I certainly afgree the current price is way under value. I have a basis of 87 cents.  My target price is $8.70 in 3-5 years. I could see double that once they have production and

[Feedmeinfo]

Mum that will be tough as Frontier Lithium is very well protected based on shareholder support for its current  management. ( see annual shareholder approval )  Happy New Year to all 

[Margin321]

FL is pretty well protected because family owns 25% of shares and some other owners are connected to family.  The annual meeting shareholders vote mrrans very little. There is almost always high number of shred that vote with all proposals. In the end the family will do JV or sell if it is in the best interest of themselves, the other shareholder orders, and the country. Their strong and

[RioTinto]

Re possible hostile..... My bet is that a well constructed hostile bid (which would only occur after the Walkers rejected an initial approach)  has a good chance of succeeding if the bid is attractive to the rest of us. Those who are close to the Walkers and have sworn some level of allegiance, will find it difficult to refuse real nice cash now vs waiting years with those additional timing

[ridethewinners]

The best hope for a bid on FL is if a major sees more ore there than is evident today. The upcoming PFS is a known entity, we know roughly the new tonnage, spod price and extraction cost, the rest is a math exercise any analyst can do. Given the needed capital and the probable dilution, it does not justify a large premium to the current price The exception is if the Bolt target gets drilled and

[FrankCowperwood]

Market doesn't price in $2-2,5 bln NAV with just one phase. I bet with potential 120+ mln resources they can grow production 3 times. I wouldn't sell it at $4,5 as well as Walkers. They know true value of NA lithium deposit of this size and grade capable to start production before next decade. You can count such assets with fingers of one hand.