NEOMETALS LTD WKN: A12G4J ISIN: AU000000NMT1 Kürzel: NMT Forum: Aktien Thema: Hauptdiskussion

Und ich verstehe nicht warum

Solange wir bei 0,47 aud schließen ist die Unterstützung noch in takt.

Aber das ist doch schon ein paar Wochen bekannt wenn mich nicht alles täuscht

Vielleicht hilft das hier, hab's mal zusammenfassen lassen: Neometals's strategy has shifted towards a royalty model due to customer feedback, with no investment in customer SPVS. The company is expected to receive substantial surplus cash from battery recycling Primobius in late FY24E and FY25E. However, Neometals's equity participation in VRP1 is expected to drop, reducing future cash flows and NPV. The company reported cash and investments of A$44.7m as of 30 June 2023, with a cash outflow of A$4.5m in the quarter. The company is now looking to bring in new equity investors to the SPV, targeting a reduced shareholding/carry on the project. The valuation of new equity investors in VRP1 is difficult to estimate and will subject to significant negotiation as the project nears FID. The economic analysis model suggests that VRP1 could accommodate a cost increase of A$102m and still provide an attractive unleveraged post-tax project IRR of 15.0%. A likely low-ball valuation would be around A$20m for a profitable and environmentally friendly project.