Alliance Mineral Assets

08 Aug 2017 15:41 #23961 by Amataw
Amataw replied the topic: Alliance Mineral Assets
Very concise and rich presentation made by Tawana at the Diggers & Dealers conference in Perth this week. Click :

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08 Aug 2017 15:55 #23962 by lotustpsll
lotustpsll replied the topic: Alliance Mineral Assets
Based on projected figures, stunning IRR, PE, FCF yield and potential high dividend play for both AMAL and Tawana.

Mr. Market is not giving value to these 2 small cap gems.

Although Tawana provides cheaper entry point, AMAL may give higher yield as it only owns the Baldhill project. Both are cheap at current price.

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09 Aug 2017 18:40 - 09 Aug 2017 18:44 #23965 by Amataw
Amataw replied the topic: Alliance Mineral Assets
Very good insights into the boom:

1. Lithium scramble likened to Big Oil’s race to Middle East

2. Australia cementing status as a dominant supplier, UBS says

Electric Car Boom Drives Rush to Mining's $90 Billion Hub


“It’s the most significant expansion in lithium supply ever, and we are still undershooting demand,”
-- Chris Reed, chief executive officer of Neometals Ltd.
Last Edit: 09 Aug 2017 18:44 by Amataw.

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15 Aug 2017 09:25 #23988 by Joes
Joes replied the topic: Alliance Mineral Assets

"1) For the avoidance of doubt, there is no longer any dispute between Grande Pacific Limited, LWMA and I, regarding Grande Pacific Limited/Jonathan Lim’s alleged interest in Alliance Mineral Assets Limited (the “Company”)’s shares. Any previous dispute(s) have now been settled pursuant to the terms of the Settlement Agreement on 25 April 2017."

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21 Aug 2017 18:17 #24001 by lotustpsll
lotustpsll replied the topic: Alliance Mineral Assets
The key investing thesis for the Baldhill Project is not based on earning yields or PE ratio, that will be a wrong metric to use.

It is all about free cash flow, IRR and payback period, just what analyst will look for on project feasibility.

Based on projected numbers, payback period within 12 months is a fantastic return on capital for shareholders.

Baldhill’s capacity to generate massive streams of free cash flow (FCF) per annum is another huge pull factor. If one simply assumes that the estimated FCF per annum is distributed as dividends, we are potentially looking at a return of about 40% per annum (at current price). This is a stunning rate of return.

Stock investing is about risk, value and what is the probability of delivering an acceptable return, Baldhill project, in my view, fits in as a strong investing case for a long term (potential high yield) play for both Tawana and Alliance Minerals.

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29 Aug 2017 22:30 - 29 Aug 2017 22:31 #24015 by Amataw
Amataw replied the topic: Alliance Mineral Assets
FY17 results announced, nothing there since there was no production.
The commentary, however, is to the point and is positive:


The desire to reduce oil dependence and reduce air pollution has driven the demand towards New Energy Vehicles (NEVs). Chinese government policies pushing for either partially or fully electric vehicles is driving growth for electric vehicles and its associated technologies. Part of this growth has put Lithium under the spotlight and the need for lithium in the batteries that power them.

There is still a lot of investments expected in new battery manufacturing, plus ramp up and expansions expected by existing manufacturers like Tesla that will drive demand further. According to statistics reported in Bloomberg recently, Australia is the world leader in lithium production, accounting for 40.5 per cent of the world’s total.

To place the Company in the best position to capture the growth, the Company has also issued an independent qualified person’s report (reported with the JORC code) on the 8 August 2017 reporting new Lithium reserves and resources and an increase in Tantalum reserves and resources. Construction has also commenced on the new Lithium Plant at the Bald Hill Mine Site with commissioning expected early 2018.

Tantalum Concentrate spot prices has improved recently but the Company will postpone commercial mining and production of tantalum concentrate to coincide with spodumene concentrate production. With the construction of the Lithium Plant commencing, the Company is seeking opportunities to vertically integrate the Lithium and Tantalum business to add value to the Lithium and Tantalum concentrates produced through the Company’s mining operations.
Last Edit: 29 Aug 2017 22:31 by Amataw.

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