Not disagreeing, but another light shows up the possibility that Marco has overplayed its hand in the off-take agreement and AHQ is happy to stay with Collins St funds - after all they just got the 2nd tranche of $12m. Which by the way IMO stands as confirmation that AHQ is an on-going concern.
In the ASX Query dated July, I was thinking that with the page 7 sales, the 80,000t sale relates as the same shipment as that of the cancelled train in late June. Any thoughts either way?
AHQ Price at posting:
8.8¢ Sentiment: Buy Disclosure: Held