Wow! You come out guns blazing with your first ever post. Please...

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magmabaron

581 Posts.

81

03/02/24

00:47

Post #: 72216265
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Originally posted by MNight10: ↑

Ratification: incoming from 6th Feb onwards (near future)

Offtake: finishing up, half a dozen companies, up to US$100million

Ghana listing: by end of Feb (no new shares – they’ll buy existing shares)

MiiF $28mil: expecting soon after very good meeting recently

MiiF $11mil: funding for development, exploration and studies

EPA permit: ahead of schedule and finalising

Mining contractors: narrowed to 2 in the tender process

Modular DMS: finalised by narrowing to 1 provider

Resource: receiving more assays and higher reserves to be declared this year

Assore: they’re keen on the project, any further bids or hostile approaches will come to the market. Current bids are a 70% premium to the sp, future bids should be 100%.

Piedmont: they're continuing to make payments this year as per the staged earn in, resolving one outstanding payment for around $1mil from 2023. No issues and all rosy.

Spodumene: well positioned as both a very low C1 opex ($377!) and AISC meaning no real concern over price fluctuations, lithium demand increasing, high cost suppliers shutting down.

Will be in the top 5 biggest mines in the world!

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Wow! You come out guns blazing with your first ever post. Please explain. Why are you here and why have you produced a big list that shows you have read into this a lot. Smells like an insider imo

A11 Price at posting: 37.0¢ Sentiment: Hold Disclosure: Held
2 Upvote

0 Great analysis

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