Yep . Something BIG is about to go ' BOOM ' here I believe.
O.K so we know from the NEW Top 20 that Dr Wallace is no longer there . However in her place has emerged CRC Minerals headed up by esteemed Mr Robert Perring who was the consulting Geologist for ODE on the Lyndon tenement acquisition.
So what's interesting from there is the connections to the vendors of the Lockier Range acquisition with OD4 Noonie to Odette Geoscience Pty Ltd to Chirstabel Jayne Brand who is also NOW in Top 20 placement No 16 with her 8,046,957 shares or an additional 0.77% to that of the UNCHANGED 15,312,248 held by Odette Geoscience Pty Ltd who was founded by her Husband Dr Nigel Brand.
So what's interesting here is that we Knew that Zane Lewis was a related party of OD4 with his 3.8% or 1,957,471 Consideration Shares and783,000 Consideration Options in the acquisition and which was given an ASX exemption. However we also had a is that Christabel Jayne Brand who was ALSO one of the vendors with an approximate 920,000 consideration shares ....., and which is now clearly gone up to much more than that compared to last years Top 20 listing and which is now over 8 million
And that is an important fact when you consider the connection Dr Brand had in ' assisting ' with the expansion as well of the Gascoyne exploration package as seen from the below announcement put out on 16th November last year.
ASX Announcement
16 November 2022
ODESSA EXPANDS GASCOYNE RARE EARTH ELEMENT EXPLORATIONHOLDING TO OVER 3,000 SQUARE KILOMETRES
The identification and targeting of the project was assisted by Dr Nigel Brand of Odette Geoscience Pty Ltd, whodeveloped an exploration targeting model that includes a down-drainage distribution of clay-hosted rare earthelements from the discoveries of Krakatoa Mining located upstream to the south.
The Company has entered into an Alliance agreement with Odette One Pty Ltd (“OD1”) (a wholly ownedsubsidiary of Odette Geoscience Pty Ltd) in relation to tenement opportunities presented to Odessa by OD1.Key terms of the agreement are as follows:
And as you all can see for yourselves , Dr Brand does seem very very well credentialed in terms of his previous Geological background and history.
And just on a side issue , you can see how important this connection with the ' Brands ' is when you see they also head up and are involved in the Business ' Portable Spectral Services ' where can read the snippet of significant details below and if you like copy paste their entire website of information , podcasts and mining journals references with the link highlighted in BLUE below.
" 1st July 2011 was a very special day in Portable Spectral Services (PSS) history. It was the official day the company launched as Portable XRF Services (PXRFS). The ABN was official, the emails, website and doors were on, open and ready for the first hire to be booked out. As some may know, the powerhouse of Portable Spectral Services comes from the Managing Director, Chris Brand and her husband, Nigel Brand. "
PSS’ story starts with Nigel, who set up his company Geochemical Services PTY LTD in 2006. Working mainly as a geochemist consultant, Nigel spotted an opportunity in 2009 that involved portable XRF. Being more than just an ideas man, Nigel, excited and motivated, purchased his first XRF – an Olympus Delta. It is here where Nigel had to convince Chris to join in on this venture – creating a hire fleet of portable XRF instruments.
" For example, in June of 2019 it was announced the great success of this, where the Bruker BRAVO Raman aided in the discovery of spodumene at Pioneer’s Cade project. This announcement resulted from the deposit scale evaluation at Sinclair Mine carried out by PSS in 2018, where the Bruker BRAVO Raman had a spin off project developing an onboard library for the identification of LCT pegmatite minerals. Once completed, Pioneer was able to utilise the library in the exploration season. "
https://www.portaspecs.com/portable-spectral-services-10-year-anniversary/
In addition to all this , and while you have this marginal decrease in overall Top 20 percentage representation from last year's listing to this years , you have an obvious increase in overall size of each holding package in the Top 20.
So for instance while last year had approximately 2 holders with 10 million parcels , we have 6 or 7 this year which includes an interesting one in 10 BOLIVIANOS PTY LTD with its 10,252,334 or .98% because the person behind it is none other than the illustrious Sky Business and Peak Asset Management Director Mr Niv Dagan.....
Interesting as well with his ( Niv's ) interview out today by Money Talks StockH@$d where he speaks of his ' Convenient ' preferred Lithium Plays in the Gascoyne region .......
Full Article can be copy paste on below link :-
https://unauthorised investment advice/resources/moneytalks-peak-asset-managements-niv-dagan-has-conviction-in-the-uranium-run-and-hard-rocking-lithium-explorers/#:~:text=Today%20we%20hear%20from%20Niv,advisory%20firm%20Peak%20Asset%20Management.
And just in closing , I reckon its somewhat funny to see a Top 20 Holder named MUITO DINHEIRO PTY LTD....meaning A Lot of Money Pty Ltd.....
How appropriate if this ends up going completely off the charts.....
(20min delay)