ALK 4.55% 52.5¢ alkane resources limited

Ann: Quarterly Activities Report, page-20

  1. 841 Posts.
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    It was an interesting comment. I have always been invested here for the DZP. But I would never have risked the money I did in ALK if not for the cash generating gold business. So the two together have made it a relatively low risk investment in my mind.

    Others call for the DZP to be spun out, more as a desparate attempt to get some value recognised I think.

    I would resist that, and I really doubt Nic would even consider it UNLESS we have an offtake partner lined up. If we get in a position where we have funding to progress the DZP, then I don't mind if a separate (listed?) entity is created, maybe it's a demand of one of the potential partners. I wouldn't want the separation specifically but if that's what it takes to progress DZP funding then go for it I guess.

    I'm sure there are plenty of options on the table. They seem more confident than before regarding the "2nd" (DZP?) mine, and for a notoriously conservative company this is interesting.

    The use of HC advertising is a new one. It is not a good look in my opinion. The companies using HC to advertise are usually a little more desperate than I thought ALK would need to be. I'm not sure what to make of this. But in general I like the new promotion focus and hopefully they can back up all this talk.
    Last edited by Viper30x: 16/07/19
 
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