Ann: Wintime Cooperation Agreement, page-21

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13/08/24

12:35

Post #: 75183705
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Originally posted by shaidar1974: ↑

"The issue is the uncertainty around the 'profit split,' and I would still prefer them to have their own 100% owned mine after Blair Athol. We would want the 1.8Mtpa from BA and the 1.9 split with Moorlands running simultaneously and ramping up Moorlands to the 4Mtpa as BA is depleted, ensuring no backward step for profit to Terracom. With South African operations continuing as normal."

We don't know what kind of deal this is. But i don't think there is going to be a 'profit split', as in i don't believe Terracom are going to have any ownership of Moorlands, i think Moorlands owners will pay a 'rent or service fee' to Terracom to use Blair Athol infrastructure. Again, we simply don't know the details of the deal. I know Terracom for years have wanted to buy Moorlands - even indicated it in the April 2017 presentation.

I do have another concern, sure things can change, but per TER last quarter announcement, they have only been given an allocation of 1.8mt a year at the port and rail. This allocation will need to change at some point of course.

Yes, the CHPP capacity is around 3mtpa.... well when Sedgman owned and operated the CHPP. Now Terracom own and operate it.....
https://www.sedgman.com/projects-and-operations/projects/blair-athol-operations

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Cheaper for the chinese to takeover company. ANOTHER YAL may be.

TER Price at posting: 22.3¢ Sentiment: Hold Disclosure: Held
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