Postmaster @PostMaster_ASX
Joined September 2020-
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$CKA required infrastructure progressing which opens the way for A$300-400m cashflow generation from now through 2025 Vs $150m cap plus 20yrs of resource life. We expect 40-50c sp target range post deploying aggressive stock buy backs and dividends. #metcoal #coal
$CKA I wanted 18 before ann. TICK! So what are we waiting for? Krajan completion 7km existing road 98km road, 46km road repair progress Mohing Bridge bloody logs! Dyke: just a process not real issue HPU mob. First dirt and first coal First Barge First ship Party at my place 😍
Altamin (ASX: $AZI) announces that it has lodged applications for two ELs in the #Lazio administrative region of central #Italy. The ELs are highly prospective for #lithium in geothermal brines and are located at #Cesano, about 50km north of Rome. View: loom.ly/GmXZ_LQ
A real offer for $VMY for want-a-be acquirers: don't be cheap like $DYL At $47 spot = 45c At $60 spot = 70c At $80 spot = $1.00 #uranium
New Analyst Coverage: ROTH Capital Partners " $IMU.AX: Supply Deal with Merck KGaA & PFE for BAVENCIO/Chemo/HER-Vaxx Ph2 Trial. We raise our PT to AUD0.71 from AUD0.62 " Now available to download from our website: imugene.com/analyst-covera… $IMU #immunotherapy #Cancer
BrainChip Begins Taking Orders of Akida AI Processor Development Kits businesswire.com/news/home/2021…
$CKA smashed out of the gates this morning. Thought we'd need news to get past that wall around 19. Huge open, into the 20s finally
$CKA is firing as the met #coal company is on the "cusp of production". Research coverage fires up as well. Low ball NPV based on 10% of resource and one concession = $350m or 33c plus. Our preferred pre-production met coal play, full NPV way over $1.50 per share.
The spice to the $CKA story. Met #coal, potential 2023 expansion production on top of 2022 production stage one. This new resource will likely add 10x plus of value to the existing cap size.
$AGE at $320m cap Vs $VMY at $280m, expect 40% jump post license confirmation. $AGE addition into $URNM, likely 45m shares required on the 1st Oct. $AURA.L cap should exceed $AGE post 1H 2022 ETF entry +100% upside #uranium
$CKA not the ann we are all waiting for but great progress on the monster-in-waiting next door. Drilling to be completed by mid 2022
$AGE $PEN $VMY Took a slice back in Jan and have definitely enjoyed the ride these last few weeks. #Uranium headed to new highs along with #MetCoal / #CokingCoal $CKA
$AGE $PEN $VMY Took a slice back in Jan and have definitely enjoyed the ride these last few weeks. #Uranium headed to new highs along with #MetCoal / #CokingCoal $CKA
$AZI back with big resource "A trebling of contained metal has delivered Alta Zinc (ASX:AZI) exactly the kind of resource upgrade it needed to launch development studies on its Gorno #zinc project." Read: bit.ly/3huTW0V Article by @Paydirt_Media #AltaZinc #zincItaly
$CKA looks like we will sit and wait around this level now until the much anticipated ann drops re contractors heading to site before 20c gets left in our rear vision mirror
"Alta Zinc's (ASX:AZI) Gorno #Zinc Project's newfound target has the potential to not just expand Gorno’s mineral resource, but transition the project to tier-one status." Read: bit.ly/2VtuCRq Article by @proactive_au $AZI #AltaZinc #ZincItaly #ASX
From StockheadComAu " School of Rock: All you need to know about ASX tin stocks, ???the forgotten battery metal??? " published 3/9/2021 $MLX $VMS $TMZ $ANW $ELT stockhead.com.au/resources/scho…
$CKA simple Figures Cost FOB Ship US 95 (from Management) Pick a FOB sale price? US 345? profit/tonne sold == US 250. Pick a CY2022 sold tonnes? 1 Mt? Profit BBM CY2022 == US 250 Million AUD 333 Million Put your own values in CKA Market Cap AUD 164 Make informed decision,
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