"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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