Ann: Noosa Mining Conference Presentation, page-5

  1. 6,964 Posts.
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    I think you're underestimating the potash assets value and the business opportunity.

    Notwithstanding that though, I'd like AMN to give more visibility about Tali and any plans for a seperate listing, exploration plans and who owns the remaining 60% of Tali?
    I'd also like more details about Tali's exploration prospects, their West Arunta land holding should be quite valuable now quite apart from the near $200m holding in WA1.
    Add in AMN 100% owned West Arunta land holding (which I suspect they have cherry picked as it wasn't inc in the original WA1 spin off) and I'm pretty sure we are looking at a asset backing multiples of current.

    In the old days, Holmes A Court would have been all over this company imo.
 
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