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31.0¢ tawana resources nl

Ann: Merger Update, page-145

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El Jefe

6,066 Posts.

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21/11/18

13:15

Post #: 36587041
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Originally posted by luanboo ↑

Anyone planning to physically attend the Scheme Meeting next Tue in Perth?

As you know, with a large shipment of ta2o5 and 2 spodumene concentrate shipments in this quarter (early Oct and mid Nov), we are on the way to a critical milestone of the company, ie. potentially turning around from loss making to being profitable. What can derail this? No shipment in Dec. Hence it is critical that nothing goes wrong in another 12-15kt shipment happening in Dec. So far, no schedule reflected. So can someone please ask Mark for the Dec shipment?

Imagine the headlines "AMAL and Tawana formed a $400m pure play lithium producer in Dec, and finally turnaround the company in Jan/Feb 2019 with a $30m profit". Share price will rally with the attention we get.

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What’s your spreadsheet showing if we ship another 10kt in December?
Costs over the Q per TAW cashflow are predicted at ~ $31m.

Last edited by El Jefe: 21/11/18

TAW Price at posting: 25.5¢ Sentiment: Buy Disclosure: Held
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