Nmt

[troyvdh]

Given the enthusiastic response to anything related to lithium et al...I acknowledge having an investment in NMT...why hasnt this company recievied any significant acknowledgement...this company has posted stuff that indicates it intends to be an active exporter of the stuff...this month...anyways cheers

[shasta]

Surprised at the lack of attention NMT gets given its in production in the Lithium sector.

Fantastic read from this analyst report, highlighting the way forward to unravel value from there complex structure.

Expect a strong start to trading Monday when the story gets media attention.

http://www.neometals.com.au/reports/830-AGAM_Neometals_20180126.pdf

Current SP 0.385

[shasta]

After market close this ann came out, after a sudden suspension

https://stocknessmonster.com/announcements/nmt.asx-6A880945/

Should generate a lot of interest, despite the media folk using in situ values an ASX/JORC no no

[Aotea]

Shes a buy and hold stock for sure. Have held for a few years, and expect the true value to be reflected in the SP in a couple of years...plenty of upside here

[shasta]

Announcement today about a demerger of the titanium/vanadium assets

https://stocknessmonster.com/announcements/nmt.asx-6A895387/

First mentioned around Feb, not expected to list Newco until around March 2019

[shasta]

NMT sells its remaining 13.80 percent holding in Mt Marion Lithium mine to it's larger JV partners

https://stocknessmonster.com/announcements/nmt.asx-6A915018/

Approx cash balance after this transaction is A130m. Looks like the demerger will be pushed back now, but the market hasn't taken account of the shareholding previously, so being able to progress the higher value down stream projects is in the best interests of all shareholders

Current SP 21c

[wizAlvin]

ASZ 2019 competition closing in few hours

[shasta]

https://stocknessmonster.com/announcements/nmt.asx-6A916277/

Updated presentation;

Key points

* Demerger of Vanadium/Titanium project still on, possibly delayed due to Mt Marion transaction
* Mt Marion sale of equity - A104m to be received pending formal approvals, FIRB, Chinese Govt etc
* 2019 should have constant news flow with many milestones being achieved on multiple projects as they progress
* Capital Mgmt - soon to have market cap below cash backing, ongoing dividends of 2cps likely to continue and/or share buybacks

Still remain bullish on NMT and the value created from their initial investment in Mt Marion highlights this.

Disc; holding NMT