I know i shouldn't bite but its hard not to when you see such arguments being presented.
OZ... OMG i can't believe you're still using the 3 month comparison. why do you choose the 3 month mark? purely to make your case look stronger. try the 12 month period!! then come back and tell us which is better. I know for a fact that if you use a longer time frame the comparison goes against AJM not for.
I'm going to use one of your comparisons purely to demonstrate how silly your previous argument was.... PLS up today 1.37% and AJM down 4.762%.
You and SOS have been going on about how AJM is 12 months in front of PLS bla bla bla. Today its yeh we expect to have the DFS about the same time.
There is more to calculating the size of the plant based on the size of the resource. You being in business should understand that. The cost benefit analysis will be done at a high level in the PFS and in more detail in the DFS. We all know there is demand for the product but how much throughput can actually be banked on? I'm sure the people developing the PFS/DFS will factor in as much of the inputs size/demand/costs/revenue/funding into the study.
As for the sale of the shares goes you know they are bound to strict restrictions when it comes to transactions. From memory it has to be no closer than 2 weeks from a price sensitive announcement. They have increased their share numbers (decreased their available options) without affecting the share price and making a little for themselves. I don't see any problem with that.
Based on what blastfurnace said that he witnessed very little going on the AJM site (could have been a off day) I now think AJM may not hit their DFS schedule of June. One thing i noted in PLS announcement was that they are drilling for a number of reasons other than transferring from inferred to indicated. Have AJM already completed these tasks? there's no mention of this in any announcement or evidence so far. How good would it be to have a live stream of the area
notice I didn't default to calling you immature or attacking you personally like you often do.
(20min delay)