This could also be primarily a negotiating tactic on behalf of...

First 5 Last

Share
Profile

Follow
CyborgDan

32 Posts.

05/12/24

11:41

Post #: 76929511
Share

Originally posted by 7seven7: ↑

So as I understand, with metal prices being as high as they are now, we can afford to eat the penalty to send the concentrates directly to China with plenty of margin to spare.... saving on the much larger initial CAPEX to have processing to a dore.

This option may be the best way to go given the difficulty to get development funding here in Cuba. Makes it a much simpler and quicker development as well.

In the end I think it will show that with the dore, returns are greater.... but still likely better off taking lower returns without the big CAPEX hurdle to get going. Then who knows, if we find outselves flush with cash after NS gets going, perhaps the dore option is back on the table.

Nice to have a couple of options at least.

Expand

This could also be primarily a negotiating tactic on behalf of Antilles, signaling that they are not beholden to an offtake partner.

As others indicate - it's better to show you have 'options' when looking for a 'partner' to tango with.

And I tend to agree with your view that margins are high enough to make other options viable - and not a facade.

AAU Price at posting: 0.4¢ Sentiment: Buy Disclosure: Held
4 Upvote

0 Great analysis

Reply

Top Stories

Clarity confidence – and share price – up on bumper $203M institutional placement

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

BOE

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Red flags in the market to watch: How to spot trouble before it hits your portfolio

First 5 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 0.6¢		Change 0.001(10.0%)		Mkt cap ! $13.08M

Open	High	Low	Value	Volume
0.6¢	0.6¢	0.6¢	$1.53K	261.9K

Buyers (Bids)

No.	Vol.	Price($)
13	13661373	0.5¢

Sellers (Offers)

Price($)	Vol.	No.
0.6¢	6100304	10

View Market Depth

No.	Vol.	Price($)
13	13661373	0.005
32	23558571	0.004
45	42983943	0.003
11	25305543	0.002
10	57514950	0.001

Price($)	Vol.	No.
0.006	6100304	10
0.007	8848570	6
0.008	3652450	5
0.009	5100000	3
0.010	6072013	4

Last trade - 14.09pm 28/07/2025 (20 minute delay)

AAU (ASX) Chart

This could also be primarily a negotiating tactic on behalf of...

Clarity confidence – and share price – up on bumper $203M institutional placement

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Red flags in the market to watch: How to spot trouble before it hits your portfolio

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

This could also be primarily a negotiating tactic on behalf of...

Top Stories

Clarity confidence – and share price – up on bumper $203M institutional placement

Monday's HotCopper trends: Boss guidance, Botanix quarterly | July 28

Boss tanks -42% after quietly flagging 'potential challenges' for Honeymoon

Listen: HotCopper Wire Podcast 019 – Dreaming of the 9,000s

Red flags in the market to watch: How to spot trouble before it hits your portfolio

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News