Member Info for observer842

Indeed @EV. Very exciting hold of breath for me whilst we wait for the 20% to transact! Continuing to top up ;-)

Great to see these holding up despite the spot pull back of late. Over double that used in the JRP out to a year, and greater out to at least 2025 :-)))

https://www.cmegroup.com/markets/metals/ferrous/iron-ore-62pct-fe-cfr-china-tsi-swap-futures.quotes.html

By the way @EV, I've still got C210417905 rattling round my head. Is it a cryptic code or simply a reference (for example to a document)?

Just a reminder that after around 38 private court movements this month we now have a "Conclusions for Decision", which are normally public and often contain juicy information. As to when the decisions will be published? Imminently of course! LoL ;-) But it's true...

From the appendix:
===[
Yangibana West and North drill spacing is typically 50m x 50m with some new infill areas in the east. Down dip extension has been limited due to the distribution of drilling relative to the mineralisation wireframes. As a result of this infill drilling combined with improved variography, some Measured category material has been defined.
]===

I wonder if @Kiran has contacted HAS re figure 8 of the July 27 HAS news release? If it's not a typo (incorrect colour) then it looks like our 30% area could be the first to be mined now - I say could, because even if correct, they could start at Yangibana West (0% KDNC), and progress to Yangibana North (30% KDNC) over years 1 to 12, meaning it could be several years before they start processing our 30% and cash flows our way. Though optimistically it could be from year 1 as Yangibana North may be more economically attractive overall than Yangibana West, and especially so (from their point of view) if we are paying for a greater percentage of the CapEx! ;-)

@degsie. If YWDD079 is indicative of all of Yangibana North-West, which it probably is, then it looks to me from table 3 that our 30% area (in Yangibana North) had one of the best uplifts, if not the best uplift (on a waste mass, TREO recovery basis), of all samples. Understandably (and annoyingly for us) HAS chose to focus on their 100% areas in the text of the news release...

@EV: "The market clearly doesn't get this share, it's far too complex for most to understand and value." I couldn't agree more with this sentiment. Once we take our 20% I'm hopeful we'll see a few research reports that spell out the KDNC proposition in detail - ideally produced independently and freely available, though I suspect this is a bit of an ask given how complicated this share is! ;-)

@EV: "@Obs did you spot the slide from the cadence presentation in the haul?" Yes. I assumed you had! Very happy with that. ;-)

"CDSA maintains the ore shipment operation simultaneously." (17 August 2021)
https://www.docasdesantana.com.br/index.php/noticias/342-a-cdsa-mantem-a-operacao-de-embarque-de-minerio-de-forma-simultanea
===[
The Norte Trading Port Operator, under the responsibility of Mr. Rubem Rocha Pinto, is carrying out operations shipping more than 900 tons per hour, breaking a production record.

The companies UNAMGEN and DEV MINERAÇÃO are our main clients in the export of solid mineral bulk, generating employment and income for the State of Amapá through the Organized Port of Santana.
]===

Well they aren't having any of my shares! LoL.

Curious that the 9am auction uncrossed at 25.6p

@EV "ambivalent" that's what I'm trying to turn my cogitative dissonance into. LoL.

Absolutely @Barksy. That's why I addressed to someone I knew was still adding (as I am) - for those who can't or won't add more then there is no question that a falling share price is bad, goes without saying. Apologies if my message offended you or anyone, that wasn't my intention...

By the way, I've still got C210417905 rattling round my head. Is it a cryptic code or simply a reference (for example in a document)?

That's a step closer in my book @EV! Do you get cognitive dissonance over the share price as I do? I'm loving the fall for topping up purposes, but not so much for my previous top-ups around 29p! LoL. My view is so long as we don't place or issue more options, CLN's etc based on the share price before 20% news, then it can go as low as it wants whilst I still have funds to top up! But I can't deny fingers are bitten when it does. I'm viewing it as a very troubled gift horse! LoL.

Same text, but with a logo in today's update for section 5 brands at:

http://revistas.inpi.gov.br/rpi/

http://revistas.inpi.gov.br/pdf/Marcas2641.pdf (120MB)
Page 578

Feels like a step towards the big one to me. But what does it mean? LoL. @EV?

Another 6 movements yesterday. Continuing at pace!

923742573

I should leave it at that, but I won't: https://www.jusbrasil.com.br/diarios/1141755138/rpi-marcas-17-08-2021-pg-578

Could be a step towards the big one! (or not!) :-)

LoL @EV. I don't even know what I'm looking for, so finding it could be a little tricky! Though I suppose I'll know when I've found it. Anyone know where the internet starts? That's a good a starting point as any. At least I know where it ends. ;-)