HAV 2.50% 19.5¢ havilah resources limited

Ann: Havilah's Copper Strategy - Enhanced by Cobalt, page-55

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    "Will Wanbao win the race for ‘One of Australia’s largest undeveloped copper-cobalt-gold deposits’? (Slide 11) Or is there a 'Steven Bradbury' in the field?"

    Looking at all of Havilah's projects/ assets, there are a number of potential 'Steven Bradbury's':

    Column 1 Column 2
    0
    Potentials Suitors
    1 Kalkaroo (Cu-Co-Au)
    Wanbao
    2
    Oz Minerals #
    3
    FMG #
    4
    Sandfire
    5
    Private Equity
    6

    7 Mutooroo (Cu-Co-Au)
    Cobalt Blue Holdings
    8 plus Mutooroo upside, Scorpion Prospect and remainder of Mutooroo Cobalt District (potential 'elephant')
    Oz Minerals #
    9   FMG #
    10
    Sandfire
    11
    LG
    12
    Tesla
    13
    Private Equity
    14

    15 Grants/ Maldorky (Fe)
    Gupta
    16
    FMG
    17

    18 Grants Iron Ore Basin (Fe)
    (potential 'elephant')

    Gupta
    19
    FMG
    20
    Private Equity
    21

    22 Jupiter MT target (IOCG)
    (potential 'elephant')
    BHP
    23   RIO
    24
    MMG
    25
    FMG
    26
    OZL

    # These companies do not have cobalt (either directly or indirectly as far as I am aware), so may be interested in HAV's projects that contain cobalt JORC resources if they want to get involved with the 'blue metal'.

    Please add any suggestions you have to the above laundry list!

    Unfortunately, the above does not preclude a cashed-up 'Predator' taking over all of the Company.



    Cheers

    These are only my random thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.

    HAV fanboy: still drinking the Kool-Aid
 
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