AEE

3.23%

15.0¢ aura energy limited

Vanadis IPO, page-220

First 220 Last

Share
Profile

Follow
Trade138

867 Posts.

130

14/10/18

20:03

Post #: 36119343
Share

Originally posted by asculpeous ↑

Originally posted by growler1969
How will the IPO go ahead/be successful if AEE is currently at MC $20+m?

I would expect the IPO to raise say $10m before costs; for ease of rounded numbers. If AEE gives up 20% ownership, then Vanadis has a $50m MC or $40m EV.

Why would anyone by 20% of a spin off for $10m, when they can buy 50% of AEE for the same money and get Tiris as a bonus? Obviously it would be near impossible to buy 50% of AEE without moving the SP to any great degree considering the T20 here. The point is, at current AEE MC, any IPO will be priced at a significant premium. And I cannot see a market willing to pay a huge premium to AEE.

I think management expected a far higher SP/MC when they first announced the Haggan spin-off.

You say the SP is capped. I agree to a certain extent. But in doing so, the IPO must be in doubt.

So why cap? To accumulate more? If so, then should we not expect a change in sub holder notice? Or is there a possibility the capper does not want AEE to spin off Haggan; particularly in light of the huge move in V price.

If you choose to respond; perhaps leave out emotive language such as troll/dishonest.
That is a fair question and I won't pretend to know the answer.
Using Occam's razor,perhaps it because the market doesn't recognize the value of AEE. The SP was expected to go up,but NO reason to pull the float.There may be a rapid re-rate when the proposed float becomes a reality.

Expand

Uk

https://www.google.com.au/amp/s/www...ev-battery-factory-announced-for-coventry?amp

France

https://www.google.com.au/amp/s/mobile.reuters.com/article/amp/idUSL5N1VX4TZ

Germany

https://www.google.com.au/amp/s/ars...ry-in-germany-to-supply-bmw-volkswagen/?amp=1

10!! Factories in Europe

https://newmobility.news/2018/02/13/europe-wants-least-ten-mega-battery-factories/

Germany??

https://www.google.com.au/amp/s/www...-manufacturers-fight-for-a-foothold-in-europe

Holland

https://www.electrive.com/2018/01/06/lg-augment-capacities-u-s-battery-plant/

Sweden

https://www.google.com.au/amp/s/mobile.reuters.com/article/amp/idUSKCN1IQ16Z

Haggan - Doorstep!! T

AEE Price at posting: 1.9¢ Sentiment: Buy Disclosure: Held
8 Upvote

0 Great analysis

Reply

Top Stories

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

DUI

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

HotCopper Highlights: Your most watched stocks for Week 47, 2024

SIG

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

LPE

Sales growth pushes Lovisa's fortunes (and shares) upwards

BTH

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

PYC

Scientific conference spotlights PYC's work on blindness disease treatment

There are more pages in this discussion • 177 more messages in this thread...

First 220 Last

Add AEE (ASX) to my watchlist

(20min delay)
Last 15.0¢		Change -0.005(3.23%)		Mkt cap ! $107.4M

Open	High	Low	Value	Volume
15.0¢	15.3¢	14.5¢	$51.13K	340.9K

Buyers (Bids)

No.	Vol.	Price($)
1	5795	15.0¢

Sellers (Offers)

Price($)	Vol.	No.
15.5¢	29029	2

View Market Depth

No.	Vol.	Price($)
12	5175405	0.012
9	4708402	0.011
11	5696999	0.010
2	3500000	0.009
4	1475000	0.008

Price($)	Vol.	No.
0.013	1132508	2
0.014	1152736	4
0.015	4077609	10
0.016	1080476	4
0.017	1324000	3

Last trade - 16.10pm 22/11/2024 (20 minute delay)

AEE (ASX) Chart

Vanadis IPO, page-220

Top Stories

Week 47 Wrap: HotCopper users' most watched; Brent lifts on Putin's scary letter; RFK dents CSL

Panic, paranoia, and gangland politics: HotCopper users react to Dubber's missing $26M

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

HotCopper Highlights: Your most watched stocks for Week 47, 2024

Dale Gillham's weekly wrap: Sigma-Chemist Warehouse merger creates pharma powerhouse

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

Sales growth pushes Lovisa's fortunes (and shares) upwards

Bigtincan's Board backs Investcorp offer: Why a NASDAQ listing could be game-changing

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Scientific conference spotlights PYC's work on blindness disease treatment

Buyers (Bids)

Sellers (Offers)