PFS, page-12

JUST WOW!
Thankfully, I am in Bali with the kids and have been away from today.
My 5 year old just paddled onto his first wave and stood up for 5 seconds for the first time.
My 9 year old just did his first cuttie.

We spent a total of 6 hours in the water. Could not have had a better day.

What a day you guys have had!!

I have only had time to breeze over the PFS and read a couple of posts here. Will read and sift through everything in greater detail tonight after necking 10-15 Bintangs and putting the dudes to bed (hopefully they don't end up in the bar fridge)

After that I reckon what has happened today will make even less sense than it does now.

If the PFS on my second reading has revealed any of the following then I'll sell everything:
1/ The mine has moved to another country
2/ The grades and size of the resource have changed or disappeared
3/ There are actually no tin credits
4/ The Czech Govt declares Cinovec a heritage listed parkland
5/ The world market decides that OIL is actually the best way forward
6/ We are locked into a processing route with no alternative(s)

Market is pissed re processing route and the corresponding numbers and inconsistencies from those projected pre-PFS to now = hurdle, not disaster. I am a little disgruntled but that may be because of my limited understanding and cos of the SP getting bashed up like it has.

Now up to management to fix it or back up their decision and prove it.

Short term market is so fickle. Things will correct and settle. I'm backing for the better. The churn has been healthy. It's not finished but when it has we'll see where we are at.

Technically, gaps have been filled. One, errrr, plus??!!

Big call, and most likely naive, but I was also hopeful that some sneaky behind the scenes finance "developments" (not deals) contingent on numbers or sniffs of off-takes may have been brewing. Not something they'd legally have to report on, but something off the cuff like, "Talks are continuing.....".

It's a missed an opportunity to set the market on fire.

But we still got what we got.

And I'm still balls deep without shedding a share, for better or worse.