Member Info for Muck165

Aargh! Won’t let me post the link! If you just search for Mahenge Liandu images you should find it...

Seems LSE blocked part of the link just posted. The bit in * is https:www.**********.co.uk

Agreed! There’s a pretty decent map of the various Mahenge projects part way down ****************************/blogs/3-reasons-add-armadale-capital-acp-vox-markets-watchlist/.

All within spitting distance...

I noticed that too - it seems other graphite peers on the ASX had a great day Friday, even without specific corporate news. Investors over there seem to have largely put it down to European EV stimulus announcements which, as you say, bodes well for the graphite market generally.

Am also really interested to see what happens with BlackRock on Tuesday - I would imagine they might expect a very decent rise even without news given the uptick in peer SPs during their period of trading suspension. With real news it could fly.

Hopefully we will benefit from this sentiment and news flow, coupled potentially with our own news on financing and full mining license application.

My takeaways;

Great economic fundamentals
Premium product with strong and growing demand
Optimised DFS imminent
Funding news very near term, with lots of options and interest
Full mining licence in imminently
Matt suggested true value should be around 15% npv, which I think would be 9.3p (ish)

I’ve topped up and can’t understand why anyone is selling. DYOR

Am listening to it now and yes, it’s extremely encouraging! Sorry for doubting!

Great - thank you!

Ok - Still can’t find anything. Do people actually think any investor call took place or is this just Twitterrati ramping?

Thanks, but still can’t find it!

Does anyone know if there is a recording of this investor call and, if so, can they share a link please?

Just to note the ASX is shut on 8 June. Am assuming that means BKT suspension in fact lasts till Tuesday 9th?

https://www.reddit.com/r/electricvehicles/comments/gw3pdt/breaking_petrol_and_diesel_cars_omitted_from_the/

He’s saying July 2020, not 20th. No basis for it though..

Agree completely!

I’ve been having a dig re strategic alliances between miners and thought people might be interested in;

https://investingnews.com/daily/resource-investing/precious-metals-investing/gold-investing/strategic-development-partnerships-are-reshaping-the-resource-landscape/

https://investingnews.com/innspired/strategic-alliances-major-miners-exploration-companies/

From an ACP perspective it will be interesting to see what deal BKT have lined up when they eventually make an announcement, and what happens to their SP.

https://www.asx.com.au/asxpdf/20200601/pdf/44j8g104g7666g.pdf

Credit where it’s due - this wan an MAJWandCo spot, and a good one at that!

Correction - “pending the release of an announcement regarding a strategic alliance and development agreement”

Interesting - looks like BKT requested a pause then halted trading on 22 May pending an announcement expected 26 May, then requested a suspension of trading on 26th May “pending the release of a strategic alliance and development agreement”. See

https://www.asx.com.au/asxpdf/20200522/pdf/44j1362682t6m7.pdf

https://www.asx.com.au/asxpdf/20200522/pdf/44j146yp8l7z33.pdf

https://www.asx.com.au/asxpdf/20200526/pdf/44j3k3j5pqhgdn.pdf

The BB’s over there seem alive with conjecture as to what this alliance might be, most thinking it will be with Chinese off take partners. Whatever it is it can only be positive for them I would imagine.

I wonder if instead an alliance might be with , or involve, other neighbouring miners like ACP?

Probably not, but I’ll be watching the ASX news flow closely.

Given their habit of posting RNS intra day I’m still hoping! But if it doesn’t come then a little delay is fine...