Member Info for Haffyplan

Broker coverage for KAV with Shard analyst valuing Hillside project at 1.9p per share.

https://x.com/KavangoRes/status/1955589743816957986?t=VFvutFP9w7_de_RVipMmQQ&s=19

Matt held a Teams call with Shareholders on 22nd December which was well received. If you join the Armadale Capital Telegram group that will help keep you up to date.

Wasa thanks for answering, I would not have done so as I assume it was one of the green boxes that asked it. My current filtered list is amtech, rht, lethal and safetrader.

Another BKT interview. John talks about the powerline helping form an industrial base at Mahenge and that there are a number of projects queued up waiting for the powerline to be constructed!

https://youtu.be/FMhVksZ1Zjc?si=DHTVcrAO6v5zbKS-

Thanks Wasa, that's a great article. It really shows the importance of Mahenge to the Tanzanian economy and the way in which Blackrock are opening up the area. All we need to do is ride in on their coattails. Over to you soon Matt.

Yes Bunsen I agree.

In answer to your question, currently NPV is $430m with an IRR of 91% - however these figures will change when we get the updated DFS.

Wasa, Jsd,

This makes BKTs funding position pretty clear

https://x.com/BlackRockMining/status/1831499971981668523?t=OLlJEk-Fvu7dh10KgterKw&s=19

Https://hotcopper.com.au/threads/ann-posco-signs-binding-agreement-to-invest-us-40m-in-black-rock.8187537/

Blackrock's ASX announcement. For the detail click on download document.

One further equity raise to come before FID.

Isle, you are spot on. I filtered idiot 2, rht, weeks ago and idiot 1 amtech about two years ago. I have no idea why these parasites infest the board. What I do know is if everyone filtered them then they would only be talking to each other ! Just what they deserve....

Clearly you wouldn't be convinced by an argument that any of us can put forward just as we won't be swayed by anything you have to say.

So go away and come back in 6 months and we can play the I told you so game (however I suspect that you won't be back!) until then I will filter you.

He must think that you are a "see you next Tuesday" just like the rest of us!

Rht, where have you been all these years to help save us obtuse investors from our clearly egregious research which led us to invest?

Obviously having declared that you are not invested I should be grateful for your altruistic nature to help save us all!

Rather than clogging up the board with your barrage of repetitive posts why don't you just help us a little further and send your questions to MB and report back his response?

I don't think it needs calming down. Amtech has been posting utter rubbish on here for a while now. Looks like he is getting what he deserves, pants down and getting spanked.

Even the green boxes are getting annoying!

I blocked him over a year ago I just get a green box.

Not that busy with work lol

Thegame, you said you wanted a healthy discussion and you have had one. It seems that you have one opinion (unable to change your view when presented with facts) while the rest of us have a different view. Probably best to just leave it now.

Thegame, try this link for BlackRock's MOU with Tanesco, hopefully it will clarify the infrastructure for you. The second link is for the railway MOU but also mentions the Tanesco agreement.

https://m.miningweekly.com/article/black-rock-advances-power-talks-in-tanzania-2022-12-05

https://www.miningmagazine.com/transport/news/1450264/black-rock-secures-rail-deal-for-mahenge

Really..... And what do you base that statement on? Go on surprise with your research.

Shaw's have initiated coverage of BlackRock with a 12 month target price of $0.46 aud, currently $0.09 aud. Please find the link to the broker note below.

Interestingly for all the naysayers to ACPs current approach BlackRock are paying $33m for 70km of power lines from the new hydro dam, a cost that ACP will not have to bear. That would have virtually doubled our CAPEX on its own!

https://publications.shawandpartners.com.au/downloadreport.aspx?hash=6065d54136964eb8baa51c591fd9620f

Wasa,

This was the last update as to MBs holding, which shows just over 53m at 9.74%

https://www.lse.co.uk/rns/ACP/holdings-in-company-cr4txk9kvaaqppx.html