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@CeeJay I think the dilution in relation to off take agreements is the biggest issue at this moment in time.

If the mine cost sticks to the 185 million, elevra Is Funding about 69-70 percent. Sticking to this would be ideal or if the mine can be built for less even better.

@JackB14 @5toamillion’s order filled so he should be happy

😃 just jesting

we are a turnaround story across the board in a risk off market due to the war, in what is deemed a risky continent at times . look at the story 👀

spudomene market

prices doubling plus

supply deficits

china

massive turn around, from no floors ceilings to oh ****, our cheap supply story ain’t working.

ghanaian government

from zero to peddle to the floor, full on support

africa

from take the soil we don’t care, to closed doors and add value.

rest of the world

now want to diversify supply chains from china etc. governments pushing.

evs

sales almost surpassing or on par with ice

bess

ramping up significantly

i mean the list goes on trucks,robots,autonomous cars, drones for war.

@JackB14 well I am hoping for this week I to next week for an update, with this moving towards the quarterly.

If they have anything financial related eg. Optimisation and NpV, IRR etc. they ned to release it to the stock market. I am assuming this is in the bid room or being finalised for it, then after maybe clarification queries (tweaks from this), then we will be notified.

But they can’t sit on it for too long, I also expect the lack of PR is due to us having funds raised in advance.

The bigger question I have is to get to the agreed warrant price, then this needs to move 56% this month. all of which is stacked to the end of month. So what are they going to do/announce?

@Servalan small cap and no clear timeline yet, so we wander all over until clarity.

This agree with @5toamillion on in relation to setting out the stall for the market.

offtake and FID and when expected is the major de-risking. Skipping all the takeover background noise. Offtake rubber stamps the value in the ground, FID on all parties paying for the mine.

@JackB14

I think we are past the low ball offers

We are currently in between/transitioning to totally shovel ready.

Anyone can make an offer anytime, however our management rightly so, will push for a post FID price is my guess.

We never mention it, but Elevra could sell their share as well. I imagine again that would be after FID.

Then flipping it the other way, you want ASSORE to take over now, which to be honest they can buy on the market

Cheaper currently and creep up.

However once they take us over they will need to do the exact same off take process again, then have to do a FID with our partners, while finding funding for the mine build as well.

Would it not make more sense for them to creep slowly at this price their holding, wait till after all FID/Offtake and this is totally de-risked and then make a higher offer?

Appreciate they pay more but for less risk, no delay (as the lease js Caveated with deadlines for mine build), with cotes and future development of ewooya (both billions of revenue over 30 years plus secured), and for what say 350-500 million vs 12 billion (2 x DFS ewooya ) plus going forward.

Our management team hold out for best price after FID.

@5toamillion a bit confused on your thoughts here, you want a takeover deal now. Any offers/takeover put

On the table and the management will go silent as per the last offer/process, but you also want updates from the management?

@JackB14 I can only assume you are having a laugh 😆 it’s already baked

Well cheaper than paying 60! Later on.

My ASSIS ORE , from this share 😆

Sorry that may of sounded off, which wasn’t intentional.

I think half the market is looking for a 185 million raise, and subsequent dilution.

However as we know that is not the case, the rest are wondering “ is management going to Grab as much now, or don’t dilute and go for what they need”

Take your medicine, all will be fine!

After FID and offtake, they will need to pay more than that @5toamillion.

Interesting how all the dates are stacked here, why does this feel like Aprils going to be fun, and not a coincidence.

March 19: Ratification

(Warrants Trigger countdown)

April 28: Quarterly Update

(Is this The Final "Push")

April 30: Class A Warrants Expire

(The Payday)

I did say, you made a great decision at a great time! If the penny has dropped, this is going to get very fecking interesting

Which as per us, can’t be completed till the FEED is completed.

They report in their updates looking for non dilution funding, and off take agreements.

Why elevra have said they will look at offtake agreement, to cover mine build costs.

Have they said anything else to contradict this?

@ceejay101 I don’t see what the issue is with elevra? They have two projects and extremely low debt, which in turns raises the question are Elevra positioned for growth.

These two projects change all that.