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8.2¢ alita resources limited

Everything he said above x 2. This is also the reason why Cowan...

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Haplo

17,023 Posts.

3834

13/05/19

14:31

Post #: 38538445
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Originally posted by Henry Walton ↑

Oh yeah and talk of wanting to see a 20 year resource, why would someone want to see a 20 year resource for a concentrate deal??

We don't need more capex we have already built the plant a deal would simply be we supply you with spod for 5 years we aren't running out within 5 years.

When I see non-chinese parties that want to see 20 years of resources, tells me pretty clearly they want to make sure their is enough spod to support a larger investment.

MIN downstream deal, KDR bought for downstream, A40 jiangte want to move to downstream, our next deal chances of it being big downstream deal?? I reckon almost certain.

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Everything he said above x 2.

This is also the reason why Cowan is being readied. Whoever they are negotiating with wants confirmation of a 20 year supply at least for down stream operations and COW is an alternative supply source in which they wish to have access to if need be.

Everything is lining up nicely.

Haplo

A40 Price at posting: 20.0¢ Sentiment: Buy Disclosure: Held
22 Upvote

0 Great analysis

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