Member Info for Barksy1

Great news Mr M .

So their ‘economic model’ assumes we are included in the build plan ?…from year 1?

Page 25
JV Ore Feed Cost
They say the plans will have to change if we DON’T contribute to the cost of the plant …
Or have I misunderstood?

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02399509-6A1042531?access_token=83ff96335c2d45a094df02a206a39ff4

FABULOUS :)

Mr Pugh is the same person who posted about 5 years ago , can’t quite remember his name but he was very jolly hockeysticks’!
The lth’s will remember . Same style of posting, he has popped up is various guises over the years .

Let’s go for gold like our athletes just have :)

A little 1 code has appeared in the auction ;)

Our boat’s come in and our other assets are buzzing all at the same time Mike ;

Hey, we’re on the move ….. yesssss:)

Jul-21 14:17:31 27.50 1,005,000 Buy* 26.50 27.50 276.38k O
21-Jul-21 14:17:18 27.30 1,005,000 Buy* 26.50 27.50 274.37k

https://www.streetinsider.com/dr/news.php?id=18697643

Seems we went down the exact same path…..

Is it shivers down the spine time Obs :)???

Maddog, why would they be bothered to announce anything special for the agm, it’s all virtual anyway . I don’t think the agm
Has anything to do with the timing of the big RNS. It’s other things that are holding it up in my opinion . May be wrong though

https://www.afr.com/companies/mining/twist-in-iron-ore-port-wars-20210719-p58azh

We are certainly being dragged back (bit like a bow and arrow hopefully :)) while we wait for the news.

Mlq you sound like Elon …. Talking about AI

#KDNC - Iron Ore is in a bull market - & it won't run out anytime soon says @GoldmanSachs
~V strong demand supports prices
~Suppliers not increasing production
~Inventories v low.
~Unlikely to remain above $200/t, could hover between $100-$150/t
#ironore

But the question was ..is that valuation just for Amapa out of Cadence ,leaving the other assets in place or is that as a buyout for Cadence itself. I know it’s only a guess-timation… but we’ve got some cracking other assets too

EV..£1a share ..is that just for Amapa , because that’s not enough for us LTHs :(