Ann: Binding Sales and Distribution Agreement with IberoClays SLU, page-85

First 85 Last

Share
Profile

Follow
lightbulbnz

1,174 Posts.

211

21/01/24

11:12

Post #: 71984272
Share

Originally posted by GMoney79: ↑

I’m convinced you don’t actually read anything in announcements.

design it, order equipment, make it, build it, find people with skills to run it, sort accommodation, port deal, logistics etc etc etc.

nothing happening

Considering they’ve ordered the long lead time items, I’m pretty sure design is pretty well done, they couldn’t order long lead time without having design sorted. That’s the Sept Qtrly and the DFS specifically addresses the design side of things, it’s pretty well done.

They need accomodation for 40 people to start, not a big deal to arrange this really. You should really go to their FAQ page, they’re already across a lot of this stuff.

Logistics is mentioned in the DFS, page 40-41 to be exact. It’s a simple shipping in sea containers for the first 2 years of the project. It’s not hard to arrange a 40” sea container through a logistics partner - post covid getting containers is proving much easier, and I’d doubt you need a port agreement to ship a bunch of containers- you just like making things sound harder than they actually are. Unless you can provide evidence to the contrary.

You continually make a lot of assumptions without much basis of fact. The DFS addresses a lot of your points and is very thorough. To assume “nothing is happening” is just rubbish, unless you’re specifically inside the tent.

I do actually agree with you on one point. Hopes of 40c a share in next 12 months is ridiculous, I’m more thinking 10-15c depending on how funding is secured and outcomes on the concrete side of things. Couple of really positive announcements on that front could really open things up.

With all that being said, have you found anything which can corroborate your previous statement as well? If you were even true to your word you shouldn’t even be posting here, or are you admitting to us all you are in fact a liar, incapable of keeping you word?

Expand

@TheEndTimes just makes things up solely to feed his Sell (read short) sentiment

I don't believe anything that he ever says - take all his ramblings with a grain of salt.

Last edited by lightbulbnz: 21/01/24

ADN Price at posting: 2.5¢ Sentiment: Hold Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

Week 42 Wrap: HotCopper's top picks; new ASX 200 record; world yawns at war

NVU

Nanoveu surges 10% after benchmark testing for new AI chip begins

What's causing the cost-of-living crisis, and how to navigate it

TLG

Talga Group wins key permit for flagship graphite mine in Sweden

M4M

Macro, Norden set up transport solutions initiative for West Pilbara

SWP

Swoop lobs $18M offer at microcap telecom Vonex – in which it holds 19.9%

MTH

Mithril's drilling in Mexico picks up silver at 997g/t, gold at 28g/t

SNX

Sierra Nevada raises $2M for silver exploration at Blackhawk

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

IRX

InhaleRX snags $38.5M in funding from VC biotech funder Clendon