I’m thinking about best way to revisit this Sum of the parts analysis as it is important for understanding the upside that could follow the initial project.
Potential for the initial project at Carey’s Well ( now called Great White ) is explained in the following post following some bullish hints we were given in the most recent Webinar:
https://hotcopper.com.au/threads/adn-pre-dfs-target-of-0-26-to-0-35.5626079/
The difficult part is picking whether and where in the 2x upside to 5x upside guesstimates the DFS is likely to land.
https://hotcopper.com.au/threads/adn-pre-dfs-target-of-0-26-to-0-35.5626079/
This little table from the last quarterly explains the renaming of the deposits and prospects at Great White ( née Pooochera ).
https://www.asx.com.au/asxpdf/20200730/pdf/44l027g3cjbnrx.pdf
James Marsh - MD Interviews, page-10
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