Ann: Corporate Presentation Benchmark Minerals World Tour, page-7

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anf0

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08/05/19

01:24

Post #: 38457058
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Originally posted by Slogger: ↑

bit of a disappointment (actually huge disappointment ATM) - the black is battery factories not yet certain and still in preliminary stages from what I gather from the picture but not really clear and not clear as to where in fact they are up to there.

so we have a competitor flogging us in SP stakes and going guns blazing on finance - they have the plan and will no doubt execute it without a hitch as per what they have done up to date - kudos to that management (obvious which it is).

here we are looking somewhat deflated and languishing (or so it appears). vision may be too great to accomplish and focus may be lost on consolidating our base. from where I sit ATM we have a long way to go - all depends on this finance being satisfactorily ANN'ed and the flow on from there. Further delays will further smash our SP - only need to see how competitors SP has been going on a decent trajectory because they are kicking goals! now we need to get that progression here and now!

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Slogger mate I’ve just had a read and this document is absolutely laughable. I could sit here for hours pointing out the inconsistencies, but what’s the use.

What I will say though, is they’ve validated my production target assumptions. Did you notice on page 20 they’ve sneakily pushed the NY factory production start to mid 2020? In the quarterly report released only a few months ago in January they maintained a 2019 start date. I’m glad they realize this to be a ridiculous target.

MNS Price at posting: 24.5¢ Sentiment: None Disclosure: Not Held
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