London Presentation - 121 Mining Investment, page-106

Old,

My main takeaway from that presentation was simply a feeling that BB was no longer worried about banks and financiers, or the sharemarket.

Because he and AUZ no longer have to be.

The partnership (SK & Mercedes) is so powerful that its simply lifted them beyond the games that a small startup on the ASX would have to face, into a space the major organisations of the world operate in (ie $500M is nothing in terms of expenditure or risk, and therefore carries stuff all interest rate).

The scrappiness of startup, and the games played on the ASX - no longer an issue or a problem for AUZ.

And if people choose to profit, re easy money (ie: SK options are for 50% higher than current SP comment) good for them. Otherwise - not his problem. Blip in the road not even worth looking at, considering the sphere that the company now gets to play in, and the work program he therefore has to do.

If financing was already agreed - he wasn't so much looking for investors... as new relationships and parts of the value chain for AUZ.

And it seems he got a few nice ones, in the scandium space, for a start...