And among the best bits after that:
On the $49m grant already in hand;
.. “Some catalyst to watch out for; We’re working very, very hard to unlock the additional milestone payments in that grant and I think it’s a wonderful way, in a non-dilutive way to get working caputal to develop the asset.”
and
“In summary ….. you’re taking two 25 year mine lives (via the merger) …a one plus one equals three!
it’s an incredible asset … “
(You’re the maths expert Lewis, … is that an intimation we”ll be hearing the new LOM is going to be 75 years??)
And beyond that, I liked the way Graham’s presentation made it clear AVL is confidently beyond the need to go ‘cap in
hand’ to funders … and basically they’re looking for offtakers in the energy sector with equity to contribute? (I wonder how many of those are out there?)
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(20min delay)