Member Info for Chuggley

Steward in one of gr presentations he gives a completion date estimate which I think was may or June next year. Nothing to do with getting a grip mate I'm just repeating what he said. I think it was in a stockbox. He's already given a cost estimate too. Again if either changed he would he required to rns.

To be honest he gave a Timescale..... he gave a cost
He also said if it changes he'll announce it
So currently he clearly believe both could be achieved.....
Personally wouldn't be surprised at an overun on a project this size but. . .

I'm predicting there may well be an RNS tomorrow.... but let's see

Some people on here are increasingly negative..... they're sounding desperate
If its no good then no reason to be here... oh of course your investors but just realistic and balanced. Lol

Actually it may not be totally wrong but not totally correct. The lightbulbs for example are examples of the billions of individual devices. And whilst keyscaler won't be installed on each of them it will protect them .... one instal for thousands of end iot devices. But imo keyscaler will be installer on many of hundred of thousands if not millions of actual install. Each securing multiple end iot devices
So your calculation may be closer to the truth than you think. How much of the $8b iot security market can DA secure. Let's say 10% thats $800m revenue
A realistic mc might see 10x. That's a potential of an $8b Mc.
And if keyscaler is as unique as we think. Scalable. Retrofit. Code agnostic..... may be higher than that

If no one sold no one could buy and that could be very bad for the price - i dont mind youll always get traders or even people that legitimately need to liquidate some cash. This is the market - but there are a lot just holding that wont sell until we see the "liquidity event" and that feels close
This will be a good year for Tern and its shareholders

Shiny a jv would make sense. But not until either the dfs is complete or nearly complete
That or some more tech mining people on the board and a pm. But again would be a waste before end of first qtr ish next year

Tern own 56.8% so. They get that much. How it's then shared across directors, tern and investors special dividends I guess would be voted on

Maybe greasy should back his comments up with some facts and supporting links as opposed to his normal throw away comments. Sometimes he might talk sense. Most of the time not. But the majority here just ignore his constant negativity
Have to wonder why he's here really ??

Add to that the cost to mine is around $500 per ton. That would be $700m per annum profit.
What's industry average mc. X 20. So even a Conservative x10. That's an mc of $7b
OK thats just imo and estimates without a calculator.... but there abouts

Wasn't the original scoping study giving an estimated revenue of $1b. On original zulu only but that was at 1% and when lithium was $800. So increase to over 1.3% and $1600. Then is closer to $2.6 billion
That's of course for the original tiny zulu. What now if the whole epo offers similar resource and if price doesn't go up for lithium. Easily over $1b per annum

I'm really not sure we're speaking the same language
I'm not knocking my investment.... there isn't a value or market yet ?
The pink slip price is down to less than half ..... whats good? Why?
Give me some positives? I'll see positives 1. When the market opens and 2. When we see some communication regarding accustem
This was hyped to get everyone to buy tils to get free accustem pushing the price up. No one did this to hold free shares they can do nothing with
Accustem has massive potential but waiting a year in no man's land .... gives investors nothing and gives competition time to develop or improve competitive products. We're losing valuable time and after nearly a year no nothing
Unless you no more than anyone else not just hot air throw away comments

Yes saw that. But I'd also add a lots changed. Especially around sentiment driven by demand
I'm not sure we'll follow that trend especially as test results appear and if they all follow above 1%
Imo things are changing. And all changes if prem sell zulu bringing a chunky dividend for us all
So many possibilities

From what I understand there won't be a live feed. But it's being recorded and shared on social media .... I guess once it's edited
Hope editing will of course be minimal. But I'm guessing there will be plenty of investors there with the same questions we all have

I keep hearing rumour of a senior appointment so who knows. This could be a good opportunity to introduce a new person

I don't think anyone wants unnecessary delay. But that's impossible for us to assess I see no reason GR would want unnecessary delay either. But let's see what George says and addresses. And we can discuss it Thursday
I'm hoping for positive information

Cherry. As such an informed and involved investor in mining. I take it you will attend the investor meeting Monday. Ask your questions. I look forward to seeing you post the Q&As here Thursday

Prem don't have any debt. Woohoo

Oldapache. Read again. I don't say I've seen it all. I said I've seen it
Also. Just because I've seen it doesn't mean what I saw at the time
Just what's happening lately ... which is well after getting into this originally
But I guess your trying to be clever. Unsuccessfully

Steward. I understand your point to an extent. You say we don't know when the 14 months started or when it ends. I'm sure in one of his presentations George says ends end of May.... but again. Am i certain of that date range. No I'm not. Will it take longer. Maybe

I suggest you go to the meeting and ask your questions.... if you don't. I'm sure these questions will be asked and sure we will see many answers on Thursday or Friday.
But I'm also sure if dfs takes longer or costs more. This is more than made up by lithium cost increases and perhaps by increases resource % ... in that first sample 32% up. Look forward to seeing more results to make better assessment

Johnny. I've just re read the conversation. Doesnt quite read as you suggest
I do no more than point out your ongoing negativity. You conveniently miss out my full statement
"I'm not so childish. Making assumptions that it won't is just for those trading. The rns does not state that in fact it states on schedule
To be honest I don't care if it takes longer if price of spodumene...lithium continues to rise"

We are discussing the rns and I only point out you making assumptions.... the rns said on schedule. I go onto say. I don't mind if it does over run
Now add to my statement not only price of lithium increasing so is the potential size of the resource

Surely as an investor you're pleased .... that is if you're not just a simple trader playing with people with deceipt

I'd guess that information would come from prem not snowking but a reliable source suggests its in Zimbabwe