Catalysts

Q1$:By the end of Q2, H1, CSD should have released it.

DFS: Caution: Do not hold your breath for it, you may suffocate. A result here will go far in establishing management is doing something other than having shareholders fund their lifestyle.

Drllbit: A series of announcements beginning with: a drill plan; drilling commencement; wild unsubstantiated rumours, and; drill results.

~80% SPIT: I view their passive mine management role favourably. They are not interested in creating the next BHP. China must have a plan to sustain their growth; solid, reliable and robust supply chains beginning with the raw material is vital -- Sn is a key, relatively hard to come by ingredient. SPIT will do what Beijing says. Little substantive news has come from Yunnan, I don't think they're sitting on their thumbs. Therefore SPIT is likely grooming CSD for a total foreign t/o. (I have complete faith in our government to kowtow accordingly.)

SPIT Profit Estimation: Take the aggregate average of SPIT's various CSD investments, then double it.

Taken together the above, properly spun and massaged -- think roadshow with presentation -- should propel the sp to a point where any share dilution, new debt, or other financing will be less destructive to shareholder's wallets. One possibility here is that Yunnan could fund the entire financing, thus establishing a significant stake in preparation for a t/o. If Yunnan does then it'll send a signal that CSD's Sn is on! T/O on? Institutional money likes an easy profit, it can flood on in. Retail fellas, like those few here (me too) like a profit will pour in. All on only ~20% of the float.

Much will be revealed this Q. Delays and misses will be punished, and I won't be alone selling.

OV