Member Info for Mullins58

E, your not late. ATB

4.77 / 2.54m

4.64 / 1.89m

Well done !

W , your probably right. That's why non of us will sell at this level.

Persistent buying is continuing. Looking like a share re-rate.

13p is my average.

4.60 paid

P , most LTH's will be hanging on at this level.

Share price sensitive information is any information concerning a listed company that, if made public, would be likely to significantly affect the price of its securities. Such information must be disclosed to the public without delay to ensure fair and equal access for all investors. Companies must maintain confidentiality until full public disclosure is possible, and if confidentiality is breached, immediate public disclosure is required.

4.39 / 1m

4.20 paid

Click on the video , its a massive project.

https://www.cadenceminerals.com/projects/amapa-iron/

Staged Development

1. Azteca Plant Restart – Near-Term Cashflow

Reprocessing historic tailings (Dyke 5).

Target production: ~380,000 tpa of 65% Fe concentrate.

Capex: US$3.5 m.

Offtake prepay funding secured (US$4.6 m).

Forecast: ~US$32 m free cash flow over 3 years.

2. Full-Scale Development

Scale up to 5.5 Mtpa of DR-grade concentrate.

Pre-production capex: US$377 m.

Supported by rail and port infrastructure powered by renewable hydroelectricity.

Overview

The Amapá Iron Ore Project is a fully integrated mine, railway, and port operation located in northern Brazil. Once one of the country’s largest producers, the project is being redeveloped under a staged strategy to deliver near-term cashflow and long-term growth.

Project Highlights

• JORC Resource: 276 Mt @ 38% Fe

• Ore Reserve: 195.8 Mt @ 39.3% Fe

• Production Plan: 5.5 Mtpa of 67.5% Fe DR grade concentrate

• Low Costs:

• FOB: US$27.3/dmt

• CFR China: US$55.5/dmt (lowest quartile globally)

• Economics:

• Post-tax NPV10: US$1.97 bn

• IRR: 56%

• Life-of-Mine: 15 years

• Average annual free cash flow: US$342 m

Sentiment seems to have changed at last.

The interview can be viewed at https://www.youtube.com/watch?v=oVSzBJzUOCc

FA

4.10 / 8m

Persistent buying.