Ann: CORPORATE UPDATE AND FY24 GUIDANCE, page-129

What triggered the SP collapse is the Seismic Event at Jaguar. We are hovering 48c to 51c
before that news and this Debt deal totally spooked the Market.
If this Seismic Event not happen, The 3 mines did ok and Jaguar would have little loss,
but unfortunately the seismic event triggered Panic like its the end of the world plunging 60%
of the Market Cap. Is this rational or extreme over reaction. Or they just really pizzed off at Management.
Jaguar will be in C & M plus Exploration and it will incur 8 million/Year cost (Manageable)
Cracow, Mt Colin(cash Cow), Triton will make Money. Capital expenditures will be minimal
as Avoca Tank and Budgerygar raisebore completed.
Jaguar still is a valuable asset at 8MT resource with 455Kt Zn and 97Kt Cu.
Exploration will still continue there so there is a big possibility they will be hitting great results
of copper grade. Pretty sure, Jaguar is sellable , and the likes of SFR will surely be interested
if ever AIS need cash to pay debt in the future.
But Aeris have brand new assets in Constellation and Stockman. This two alone worth
more than our Market Cap now in My opinion. This weekend will have holders re think
about the company position. Hopefully they see positive in this company. Looking Forward
next week. I am Hoping for a reversal.