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Sp drops by 10+% late yesterday, recovers back the full drop today - both on virtually no trading.
It’s open ended Dee we all know that. Just don’t trust a thing MB says. That’s the biggest lesson, full on charlatan.
From blackrock announcement, thought this was interesting -
'The Company is also advancing other financing options, including potentially bringing in a partner at the Project
level as a less dilutive option than equity. Black Rock has been encouraged by the level of interest received and
Macquarie Capital (Australia) Limited has been mandated to run the partner process.'
They'll have dilution but ultimately they'll also be successful as the size of operation and the backers (Posco). I@m tempted to buy some BKT, not instead of, but as well as. Which turns out to be the better long term investment we will see but I 100% agree with Dee on the fact that we need the major player to move first and until they do, we can't. Or, we can add $40m or something to our own capex but what for?
BKT are a bit screwed by the resettlement costs too which we won't have.
I had a 558 day buffer, so all is well :)
You were on the cusp of misleading then Dee
Black Road is very close to their finance deal, they will do most of the work in the area, we will be targeted to be taken over by them that I have no doubt!
Clearly AmTech, I was speaking colloquially. Allow me to a reiterate imminently.
If you wish to be specific: They have to pay for the power line extension to draw hydro-electric power, and the roads to transport goods and equipment.
Power and roads that ACP will not have to pay for, but will be able to use.
Be cheaper just to take over ACP°
They’re not building ‘our’ roads or ‘our’ power lines.
BKT investors can smell the dilution.
They're targeting a total of $163 Million
$60 Million is done.
Another load will come from POSCO
One more debt finance deal.
The rest will be dilution.
They can end up with another 50% dilution
Then on top of all that, they have to pay for our roads and power lines
And some people here don't like that - Would very much rather MB take "action".
I'm quite glad we're conserving cash and going second to market.
Come back in May, they might have some news on the Mrs Moreau’s warbler that’s been spotted by the stream.
China's Dec graphite exports slump after new export rules.
◾️Exports of natural flake graphite dropped 79.7% from a year earlier to 1,428 metric tons in December, versus 23,503 tons in November
https://twitter.com/BlackRockMining/status/1749579936938225897?t=u92Ontm7sT85tdyc7dvb6Q&s=19
Lenisgas....? Lenigas incoming, our cash outgoing would be the relevant mathematic equation. *by outgoing I mean down the pan with a speedy-up lubricant called game over
Dee,
I have come to the conclusion that it is pointless conversing with the brain dead.
They've moaned and complained and talked down the company so much now that they cannot give up for their ego's.
Good to see you positive on this one now Dave I'm taking that as a sign of great things to come :))
Yes, get Lenigas in and see inflated salaries and 1 billion Options and Warrants, and then let's see some death spiral financing whilst we're at it.
You're complaining about a lack of newsflow with one hand, and then arguing for a pump and dump merchant on the other.
Its obvious Graphite demand keep rising and price will also will increase.
We are in a right place at right time!
10 times faster than silicon semiconductors and last longer too. It could lead the next 50 years'
An outdated feed study is the same as no feed study. But just proves the point about progress here. Need a change of management. If Lenigas took over this would really move.
Stringer think value comes from the POTENTIAL of the producing mine, also as you know we have a feed study which will be updated at some point
We just need news same story
Value comes from a producing mine. Don't even have the FEED study. Shambolic.