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Ann: Africa Down Under Investor Presentation, page-2

  1. dbd25
    7,337 Posts.
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    06/09/23
    15:44
    Post #: 69756600
    Interesting to compare this latest presentation with the earlier one released on 2 Dec 2022 (below). Note the dates on the slides from 10.00min into presentation. Back then, it was "term sheets expected Q4 2022" and "first production from module 1 in CY24", and the fines from module 2 were earmarked for Urbix. So given Posco will now buy module 2 fines, the Urbix deal must have fallen through. Overall its clear their timelines have badly stretched, and we still don't have the term sheets.


    All IMHO, DYOR

    BKT Price at posting: 8.3¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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