TAW 0.00% 31.0¢ tawana resources nl

Ann: Diggers and Dealers Investor Presentation, page-2

  1. 2,917 Posts.
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    Had a quick read of the' Presentation' ...& so far all looks good ..

    any 'newbies' should read this & absorb info any queries ....... have lotsa clever Mining Engineers here can explain details ...... (not me ...haha ! )
    Generally Tawana is an operating Lithium Mine operating above nameplate ...with potential to expand resources & output without much debt. ... for now we're smallish compared with PLS....But...a second DMS & a Fines circuit will boost production ...& lower fixed operating /production costs...
    I reckon the Tantalum deal with Starck is being kept quiet until the merger is thru....
    Of course opex is very important so just have to wait n see what operating costs will be.. bear in mind our peers AJM & PLS have big debt that needs repayments ... Maybe AJM will require a C/R to see them thru ramp up .....
    As the TAW/AMAL merger happens over next 2 months ...maybe about then the Lithium sector will start to move up again ...
    In between time try accumulating as best you can .... think about next year !
 
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