No Boab presentation at Diggers and Dealers, page-28

What enlightening are you referring to? Feel free to provide some evidence backed data to discuss. Here's some content below to discuss and take into consideration:

For the bearish case (which there is significantly more of).

1) SP has depreciated 85% since peak 2020.
2) Multiple years of delays with regards to offtake and finance, which has been further delayed again.
3) Interest rates are potentially being hiked again next month, putting even more pressure on offtakes and finance
4) Lead (main BML commodity) can't even sustain its DFS assumed price, inclusive of currency conversions, and silver is just way too volatile to be relied upon (20% drop this week).
5) BML will be experiencing trickle dilution and selling off post- the cap raise.
6) BML isn't a strategic commodity and may be low on the list of generous government funding incentives.




For the bullish case:

1) For the TA addicts, SP may have bottomed out (speculative).
2) The SP may rally leading into the offtake announcement (when is it...?, are the conditions favourable?)
3) There may be drilling within the next 6 months - results probably won't be due until very late 2024/early 2025.
4) Not much else - feel free to add.

The absolute lack of news over the last year should be a major red flag to anyone. It's an easy "read between the lines" scenario for any half astute investor.