Mar. 25 at 2:46 PM
$ARSMF RE - Reddit -Part two
Upon exercise, the company receives cash inflow at
$0.40 per share (roughly
$4.9 million in total), which directly funds plant commissioning and operations, strengthening the balance sheet without needing to raise more equity...
Relative to our current ~260 million shares outstanding, 12.2 million new shares represent only about 4.7% dilution if all are exercised. In the context of a junior miner moving into production and first revenue, this is modest and already largely priced into the current valuation.
As broader selling pressure eases (with reduced war-premium volatility) and we deliver tangible production milestones + initial sales, natural buying interest should absorb this supply relatively quickly, turning the “wall” into a short-term speed bump rather than a permanent barrier...."