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 !
- Forums
- ASX - By Stock
- TAW
- Ann: Diggers and Dealers Investor Presentation
Ann: Diggers and Dealers Investor Presentation, page-2
-
- There are more pages in this discussion • 356 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)