Hi PhilAD only had 20 mins total, company intro, then spoke on...

Hi Phil

AD only had 20 mins total, company intro, then spoke on their phosphate project, spent a little more time on it, than the fluorospare & tin/tungsten projects.
He certainly didn't gloss over the latter 2 projects, but obviously RP is the company-maker.
The slide comparing RP price increases to Iron Ore price increases was very effective!

He was very happy with Arruwurra drilling results.
Showed a slide of some cores where fingerprints were visible on the core!
Restated, 72mt JORCed at Wonarah, but targetting much more, plus the infrastructure advantage of being adjacent to Barkly Hwy etc.
Talked about the competitive advantage MAK has re transport to target markets of India/Asia/SE Asia, compared to Morocco etc.
Mentioned the 3-4% growth in demand of RP/year, & the need for a "Wonarah" every 6-12 months to satisfy demand.

I think the presentation will appear on BRR shortly.

cheers
Marny