ARL 1.64% 62.0¢ ardea resources limited

Ann: Japanese Consortium Update on Progress on KNP Goongarrie Hub, page-139

  1. 202 Posts.
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    yes CWS mentioned our debt would be backed by the resource when people where talking about buy ins etc

    I think SMM would be the only buying in due to input and experience with laterites and I believe for that their would need to be return on value like a buy in.. why would you give experience and let the people you taught use your experience and knowledge again and again with no gain

    MC I think would be offtake agreement only, I think EVs struggle keeping their cost down and I would assume maybe locking a priority/fixed price/discount nickel maybe would incentivise to help arl with financing ghub

    I would imagine a buy in with MC would hinder profits anyway so why would a Priority/fixed/discounted nickel price be any different than that.

    just my thoughts could be completely wrong though
 
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