very interesting, so a project in the middle of Africa, a long way from any port, would have to travel through multiple troubled countries to get to water, achieves a near 20% premium to ESS, which is in t1 location, near all infrastructure, uninhibited access to port, lots of opportunities for synergies with nearby projects, exploration opportunities etc
lets hope there is a strategy here. Management issued themselves a heap of performance rights just before this process, let’s hope they are getting to work performing for us shareholders and not tianqi. If we are doing 100% sale 80c min I think. What are others views on where a transaction should happen?
Ann: Essential and TLEA to enter into Scheme of Arrangement, page-72
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