28-Feb-23 100 DVP @ $3. Join the HotCopper ASX share market forum today for free. You can then either hold ESS or sell it and buy DVP at >6. 0M ! Created with Sketch. I think it stands to reason that you can't set up to take advantage of higher prices if your resource and planning exclude ore that may be profitable at higher prices, which you expect will occur. ASX - By Stock. One more contract should tip this over $800M which coincidentally is almost on par with CXO. . Australia's largest stock trading and investment forum Australia's #1 stock forumHotCopper has news, discussion, prices and market data on DEVELOP GLOBAL LIMITED. Options expiring 31 August 2018: 11,641,799 shares at 0. If they do a deal somehow, that will put DVP into ASX 200. 8/1. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. One more contract should tip this over $800M which coincidentally is almost on par with CXO. $0. DVP share price has collapsed since the scheme was introduced so the obvious step DVP needs to offer more shares to compensate for its disintegration. DVP share price has collapsed since the scheme was introduced so the obvious step DVP needs to offer more shares to compensate for its disintegration. BlackRock declared 5. Expand So, if the current trading prices of ESS & DVP were to remain as such at the time of confirmation of deal, ESS shareholders would be essentially getting a free DVP share for every 12. 24. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. $11. 50%. 35% $2. Some very positive exploration results for ESS that drives its share price much higher than DVP, so that the 6. Last edited by lrothschild : 03/09/23 DVP Price at posting: $2. If they do a deal somehow, that will put DVP into ASX 200. The short sold shares will need to be purchased at some point, and when they do, watch the share price jump . IGO and its Chinese lithium partner Tianqi, which owns 51 per cent of the world-leading Greenbushes mine in. Some don't hold ESS even though they could purchase at a 10% discount to DVP. Valuations are flawed when money and emotions combine,. If they do a deal somehow, that will put DVP into ASX 200. Created with Sketch. I am enjoying this ride and many of the posts in here so thanks to the collective efforts. One more contract should tip this over $800M which coincidentally is almost on par with CXO. 6M ! Created with Sketch. 39% $2. 30. Looks like DVP is staying "boutique". They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. DVP keeps falling so again 6. Please don't overpay. 8/1. Liam Walsh Reporter. Share Mining services generated ~$6M cash inflow. 8/1 is no longer attractive. DVP. One more contract should tip this over $800M which coincidentally is almost on par with CXO. So when you sell the acquired DVP, just use the second line as your cost base. An alternative takeover. Expand. Gobble LPM and we have regional consolidation NT style. (BR 6. Join the HotCopper ASX share market forum today for free. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. View dividend history, insider trades and ASX analyst consensus. ELD and AIS dip in neck but will buy some more if they pull back 5%. Should bounce, I could be wrong though. 35 and watch the ESS crew scramble to vote yes when that happens!! DVP current offer is generous considering the recent weakness in the Li price, the size of the assets that make up the scheme and the lack of any alternative offer or direction from the ESS BOD on monetising said assets. Created with Sketch. DVP looks richly valued to me on a sum of the parts valuation. Some very positive exploration results for ESS that drives its share price much higher than DVP, so that the 6. DVP Price at posting: $2. Similarly, it is smart to dispose of tailings to mined areas. 54. 160 million shares - $400m profit (likely 2025) = $1 per share dividend. They already announced the ASX 300 rebalance on Friday 1-Sep. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Join the HotCopper ASX share market forum today for free. it is simple. 2. 73, is. Plenty of synergies. HotCopper is Australia's largest free and independent stock market trading forum for ASX investors to discuss share prices, the stock market and more. 8/1 is no longer attractive. Gobble LPM and we have regional consolidation NT style. 9800 +0. 20. Metals & Mining, Industrial. Iam interested in real value, so far not impressed by DVP performance. One more contract should tip this over $800M which coincidentally is almost on par with CXO. Click for more information. HK : FROM 5 AUGUST 2021 UP TO AND INCLUDING 2 MARCH, CO DISPOSED AN AGGREGATE OF 995,016 DISPOSED SHARES ON. I expect DVP is large enough not to go all the way back to the cap raising price, and in fact will likely stay fairly close to $3. DVP Price at posting: $3. Some very positive exploration results for ESS that drives its share price much higher than DVP, so that the 6. Market . Gobble LPM and we have regional consolidation NT style. If DVP wins the tender then how much of that $388M goes to DVP is the question. Created with Sketch. 5M ! Created with Sketch. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Target our investor community with our suite of Hotcopper Advertising opportunities. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. I’m pretty sure 90% of people (ESS-related) are sticking around to watch their new DVP holdings grow, and see how their prior owned assets progress. 8/1. Last updated 15. 8/1 is no longer attractive compared to on market price ratio. 11. The short sold shares will need to be purchased at some point, and when they do, watch the share price jump . They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. DVP keeps falling so again 6. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Click for more information. The short selling has increased substantially since the 3 rd of July. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. 63 to exercise his options which expire on or by the 22nd June 2023. Second Vice President. I. They bought into the 5-Year strategy and I have a feeling this stake will be >10% around mid-year once more cards are revealed, SS DFS, WL re-start, contracts etc. I know its on small volume and can jump about during the day, but the arbitrage advantage of buying ESS has fallen to just 2. 8/1 is no longer attractive. Share Develop has also unveiled a $50 million capital raising. One more contract should tip this over $800M which coincidentally is almost on par with CXO. Develop Global Limited (DVP) has a Smart Score of 8 based on an analysis of 8 unique data sets, including Analyst Recommendations, Crowd Wisdom, and Hedge Fund Activity. Gobble LPM and we have regional consolidation NT style. ESS deal was masterstroke. it is simple. Let’s remember no-one offered more than 50c per share for ESS other than DVP - notionally around 52c at recent SP’s. Gobble LPM and we have regional consolidation NT style. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Daisy chain. Reply. Short selling started in DVP the day the announcement was made on the 3 rd of July that DVP was going to acquire every ESS share. Cash in bank, cashflows from BGL, less overheads, no need to issue another ~40M shares. ASX - Day TradingCopper price now US$7,650 (hit US$7,695 today) - surely needs a pause - almost vertical? VXR will soon be making: $80M+ profit annually, at US$6,300 copper price (plenty more at the current US$7,650 price). Instead we got a cap raising and ESS TO bid causing arbitrage game of sell DVP and buy ESS :-(It will pass, just crap for trading and paper value of portfolios. Short selling started in DVP the day the announcement was made on the 3 rd of July that DVP was going to acquire every ESS share. 8/1 is no longer attractive. Iam interested in real value, so far not impressed by DVP performance. One more contract should tip this over $800M which coincidentally is almost on par with CXO. Gobble LPM and we have regional consolidation NT style. June 30 (Reuters) - Develop Global Ltd (DVP) : UPDATED DEFINITIVE FEASIBILITY STUDY ON SULPHUR SPRINGS REFLECTS 9% INCREASE IN REVENUE PER TONNE MINED. Share. Should bounce, I could be wrong though. Gap filled on the daily chart, see what happens next. Advertise. Hi @readyaimfire, I am surprised that you were happy with the way things were tracking at ESS before all this TO action - your fellow shareholders don't seem to carry the same feelings, in fact the previous TO offer at 50c was accepted and approved by shareholders, I assume as they were somewhat disillusioned by managements efforts thus far, and perhaps lack of faith in bringing real value. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Gobble LPM and we have regional consolidation NT style. Currency in AUD Follow 2. It is just smart management and good economics. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. 2. 1. Latest Posts. One more contract should tip this over $800M which coincidentally is almost on par with CXO. One more contract should tip this over $800M which coincidentally is almost on par with CXO. They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. 8/1. Gobble LPM and we have regional consolidation NT style. Notification of cessation of securities - DVP. Great analysis. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Australia's largest stock trading. SOURCE: Investor Presentation - DVP & ESS Transaction 3-July 2023, Slide 24 Smart move to delay production until next year given weak metal prices this year. I like what I see here. The short sold shares will need to be purchased at some point, and when they do, watch the share price jump . The short selling has increased substantially since the 3 rd of July. 48. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. . Hi All, just wanting peoples thoughts re the Independent Expert report re value of DVP. 10%) Advertisement Develop Global Limited (DVP. Genetic building blocks for DVP are essentially there. MINres mills will be at optimal capacity, product quality will improve, outbound freight should also be more cost efficient. DVP: Investor Presentation - DVP & ESS TransactionHi Itchy, I guess because we receive DVP shares in return for our shares and the IE doesn't think those DVP shares are worth very much based on their valuation method. Gobble LPM and we have regional consolidation NT style. 0. 3 Upvote. MINres will gain access to DVP management. An alternative takeover. 29M/SFR/MAC shareholders all paid big money for their Cu assets. 95 DEVELOP GLOBAL LIMITED - Discussion. The short selling has increased substantially since the 3 rd of July. Add to my watchlist. Join the HotCopper ASX share market forum today for free. ASX - By Stock. ASX - Day Trading. ASX - General. Just an administrative requirement because of the "deal" where MIN have entered into an agreement with DVP to vote their shares in favor or the scheme. If they do a deal somehow, that will put DVP into ASX 200. 00%. Watch and Jewellery Repair Services. Gobble LPM and we have regional consolidation NT style. The bosses running these other companies also don't have the kind of skin in the game compared to BB. They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. Market . DVP mining services can do the work and feed the stock to Baldhill, Mt Marion etc. Live at the Capital Ballroom in Victoria, BC - October 7, 2019Final two songs of the night for PUP the band. ASX - General. 8/1. It seems the IE only values DVP at a preferred value of $1. Forums. The short selling has increased substantially since the 3 rd of July. 8/1. An alternative. 2. 0¢. DJPIN. But I guess DVP holders don't like the reality of the IE valuation. If they do a deal somehow, that will put DVP into ASX 200. Join the HotCopper ASX share market forum today for free. As a hypothetical, based on current prices 1m ESS shares would be valued at $490k. 2. 31 March Quarterly Cash Flow Report. DVP mining services can do the work and feed the stock to Baldhill, Mt Marion etc. 8985. Gobble LPM and we have regional consolidation NT style. Look at the price action and chart today. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Liam Walsh Reporter. Gobble LPM and we have regional consolidation NT style. Forums. If they do a deal somehow, that will put DVP into ASX 200. Cheers, GB. 5¢. . Iam interested in real value, so far not impressed by DVP performance. MINres investment in DVP will reap multiples. Proposed issue of securities - DVP. ASX - By Stock. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Gobble LPM and we have regional consolidation NT style. Gobble LPM and we have regional consolidation NT style. HotCopper has news, discussion, prices and market data on DEVELOP GLOBAL LIMITED. One more contract should tip this over $800M which coincidentally is almost on par with CXO. DVP mining services can do the work and feed the stock to Baldhill, Mt Marion etc. They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. DVP keeps falling so again 6. Bill will need to give DVP - $10,500,000 to exercise his options which expire on or by the 17th June 2025. Just wanted to make a new thread to talk specifically about the current trading conditions on DVP’s deferred settlement status under the code DVPDB. 14% exactly on the same day (28-Sep 2022) this list was published on the DVP annual report. I know its on small volume and can jump about during the day, but the arbitrage advantage of buying ESS has fallen to just 2. 8/1. That is the absolute maximum the market is willing to pay on a good day. The more important consideration in the Scheme of Arrangement is no further dilution to achieve development of Pioneer Dome. . International Markets. Languages. 78 FEELING THE PINCH? Beat the cost-of-living squeeze with our pro tips and helpful hacks - sign up now Develop Global Limited (DVP. Target our investor community with our suite of Hotcopper Advertising opportunities. Followed by strong results that increase SS resource, more u/g contracts, M&A. Latest Posts. 08% to 77. Gobble LPM and we have regional consolidation NT style. DVP can then lob another bid equal to $0. 16pm 22/11/2023 ? HotCopper has news, discussion, prices and market data on DROPSUITE LIMITED. 3. . View attachment 3867650. 2M. 32. Created with Sketch. Gobble LPM and we have regional consolidation NT style. 8/1 is no longer attractive compared to on market price ratio. If they do a deal somehow, that will put DVP into ASX 200. 9 Upvote. Created with Sketch. 3. The short sold shares will need to be purchased at some point, and when they do, watch the share price jump . Company Name Change & New ASX Code DVP4 Followers DVP Stock Chart & Stats Advanced Chart > AU$3. it is simple. HotCopper Holdings Limited's (HOT) current share price is $0. Keep your ESS records as you will need them to justify your calculations above. View announcements, advanced pricing charts, trading status, fundamentals, dividend. DREDreadnought Resources kicks off gold drilling at Star of Mangaroon, WA. it is simple. 46 by then, is it then approaching "fair". Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Market Cap $698. The short sold shares will need to be purchased at some point, and when they do, watch the share price jump . The BGL tender may not make DVP but it will if tender is successful be a catalyst. 3. 81 Sentiment: Buy Disclosure: Held 1. DVP share price has collapsed since the scheme was introduced so the obvious step DVP needs to offer more shares to compensate for its disintegration. One more contract should tip this over $800M which coincidentally is almost on par with CXO. DVP share price has collapsed since the scheme was introduced so the obvious step DVP needs to offer more shares to compensate for its disintegration. A. Gobble LPM and we have regional consolidation NT style. Gobble LPM and we have regional consolidation NT style. 14% exactly on the same day (28-Sep 2022) this list was published on the DVP annual report. Created with Sketch. AX) stock quote, history, news and other vital information to help you with your stock trading and investing. Keep your ESS records as you will need them to justify your calculations above. 3. One more contract should tip this over $800M which coincidentally is almost on par with CXO. 27% $3. If they do a deal somehow, that will put DVP into ASX 200. Our team has proven high-speed mine development capabilities, including expertise in underground infrastructure. It’s all a win-win! DVP Price at posting: $3. Gobble LPM and we have regional consolidation NT style. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Whatever multiples you'd like to dream of. it is simple. Too many DVP posters on the ESS threads today. Bills interests, and Bill doesn’t know this, are aligned with PiggyBank’s (and his ex wife’s). 8/1. Short selling started in DVP the day the announcement was made on the 3 rd of July that DVP was going to acquire every ESS share. I can't give away my shares in ESS. One more contract should tip this over $800M which coincidentally is almost on par with CXO. I meant to stipulate, "on low volume" in the absence of real news. 16. 8¢. DVP. 5M and exercised his options early!Today’s VXR share price, stock chart and announcements. 33 Sentiment: Buy Disclosure: Held Short selling started in DVP the day the announcement was made on the 3 rd of July that DVP was going to acquire every ESS share. The spark that ignites the rocket under DVP. Metals &. Short selling started in DVP the day the announcement was made on the 3 rd of July that DVP was going to acquire every ESS share. If they do a deal somehow, that will put DVP into ASX 200. One more contract should tip this over $800M which coincidentally is almost on par with CXO. If they do a deal somehow, that will put DVP into ASX 200. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Click for more information. I’m pretty sure 90% of people (ESS-related) are sticking around to watch their new DVP holdings grow, and see how their prior owned assets progress. Too cheap for DVP exchange, might think about 5. They need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. Click for more information. ASX - By Stock. 0. One more contract should tip this over $800M which coincidentally is almost on par with CXO. If they do a deal somehow, that will put DVP into ASX 200. 8/1 is no longer attractive compared to on market price ratio. The short selling has increased substantially since the 3 rd of July. J Lens Cu intersections are impressive 20m @ 5. 2. One more contract should tip this over $800M which coincidentally is almost on par with CXO. 50/lb from 2025-2027, as production lags rising demand, and warns that this forecast "could be conservative if supply struggles to respond". Hi All, just wanting peoples thoughts re the Independent Expert report re value of DVP. 36 Sentiment: Buy Disclosure: Held. 09 = $309 + $20 commission = $329. Latest Posts. 8/1. One more contract should tip this over $800M which coincidentally is almost on par with CXO. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. Same choice as 1. This is based on $3. I am happy to buy now and have sold everything I haveThey need to lower the ratio of DVP to ESS shares to make it attractive to ESS shareholders. 04. Current DVP market cap borders $800M and puts us in ASX 300 if they can maintain this till the next re-balancing. LGPLittle Green Pharma posts 30pc increase in revenue and 50pc rise in cash receipts for September quarter. Join the HotCopper ASX share market forum today for free. If they do a deal somehow, that will put DVP into ASX 200. NSX Announcements. Gobble LPM and we have regional consolidation NT style. Forex. , page-2. One more contract should tip this over $800M which coincidentally is almost on par with CXO. Gobble LPM and we have regional consolidation NT style. Advertise. This might suggest that the risk premium is gone and is now an inconvenience premium (its messier to buy ESS to get DVP than to buy. 2. Woodland was demonstrably worth $100m to the sellers a years ago, say it's worth twice that being outside a distressed sale and with further money invested (DVP still.