Ann: Appendix 4D and Half Yearly Report and Accounts, page-85

Alot of the stock targeted for takeover have increased and held their value. But those that failed T/O like ltr dropped


My LPI was given away cheaply for only 57c T/O.
i think it worth more...... like 65c to 75c.

i should had look at the history of AZS......sqm made an offer previous at $1 now they have come back with bigger offer....did not buy in..... too late now.

I think there will be a few more T/O target maybe like PMT or DLI or others.

stock that are making profit like PLS have tanked..... not sure ..... due to lower Li price or shorts or both or jhina poor economy.

mlx produce tin and that used in chips and soldering, which i expect a steady consumption growth from chip makers and computer related production.

Maybe all mining are down because of jhina property debt crisis, which will impact the demand for resources all around the world.

I am still waiting for better action by emporer Xi to stablise jhina debt property, such as:
* Fully back country garden to completely finish domestic apartments in jhina.
* encourage jhina economy to be more consumer base instead of manufacturing.
* import 20m immigrants from africa and middle east to ease the pressure on europe and fill their thousand ghost cities that can easily house a population of 30m to 40m people.
* this will also address their declining population.

if jhina slow to 3% GDP growth or lower..... the world may see a recession, which is no good for resource stocks.

Europe and north America are expected to boost their consumption of resources due to the decoupling away from jhina. But this is expected towards 2027 to 2035.

This explains why large miners, like bhp, Rio, Min, ALB and SQM are looking for T/O targets to go green like Li, RRE, Copper and other critical minerls.