I think Christopher ( Mr Tin man ) - was musing whether the contractors could share in payment from the ore proceeds, when Paid by Traxys . Sort of like share farming .
Share operations usually can have interesting rules around who pays for the inputs , and the inputs best spent inc. equipment maintenance if applicable / “fertiliser” / the type of inputs ( environmentally friendly?) & quality of costs going in - so that operations on site are (well) maintained , and possibly even a development plan ahead depending on number of years relationship continues . Share farming arrangements can be complex . What they do provide , is better return to the non- owner if they’ve worked hard , and harvest return . All effected year to year , and allow for tough first year startup - variations in quality / grade / delivery and prices , if price returns are good. Owner share in the good management contractors and operators , and more sharing of equitable return . Owner not required pay in much at all . Whereas if terrible season - the contract operator not liable for as much payment to owner . As they’ve put in all the costs , then experienced a loss or less gains .
This is more where - non owners are the operators. ( as in like a JV earn -in ) No I’m not making sense. Apologies . But he (Christopher ) means - a win: win . And while been such a cooperative turn around since jemrock exit , and as yet still no money in . ANW are now the owner operators though . Anw - Bought the equipment, from the development contractors , who went into administration .( No fault of Jemrock , that company , was totally external circumstances caused their bankruptcy , related to business interests elsewhere. In case anyone is new )
Surely they will be considering how to ration money , and are , and the No 1 thing — is we need the ore to yield the best that it can ! Thanks @blister for explaining about the deliverable ore grade requirements . I’m sure they be working on this too .
Perhaps could start a musings thread. Around - ideas and thoughts . How things can move for best advantage anw and shareholders , as they set up , & please be into tin production more comfortably very soon . Even left field ideas / thoughts! This may be unacceptable . But so often - what can occur when a company in the valley prior to business production - can be opportunism from parties never gave thought to . ( Wild idea - MLX - gives Nifty to Rio for not much ($2) , retains a perpetual free carry of royalties from future Cu production , even gold too if they find some more of that ., Then MLX likely easily afford , could stakeout ANW with their Tasmanian JV partners . Try to takeout ANW, to add to their successful operations and future at Renison , and specialise in tin primarily. This is all silly musings . But ANW beat them to it with the tin name , so they gain also from Tin and the name ! Crazy - yes . But - maybe see , that at certain price levels and where Aust tin sort of are ‘at ‘ .. with many many other undervalued asx small caps and LICs even -not so ridiculous silly after all . Because. Literally tomorrow - assets could be sold out completely - and all shareholders and Board pocket the profits , and be done . Must remember the value of the assets . Even Silver ! at Taronga Ravaged in Fire zones over these last 2 days )
May lift the spirits - of some here Musings . Not so bad .
) - was musing whether the contractors could share in payment from the ore proceeds, when Paid by Traxys .
