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Hey Wolfe,
Agree that the last update does mention early Q3 2024, but it also states the following, focusing on the unsold inventory and further tax rebates, I would say it would not be irresponsible to take comfort in the company's cash position for all of 2024 at least.
Notwithstanding the previously notified unsold inventories of concentrates from the 2022 mining season, the Company now has sufficient working capital to meet ongoing obligations until early Q32024, and further repayments from the tax authorities, as yet unquantified, are expected to be transferred related to the reduction in the tax rates for the 3 year period
Crypto, nothing as outlandish as that :). Just simple investment logic. Whilst I agree that the relationship is non existent now, at the time, I think we can all agree they were very much in the loop.
EUAs fundamentals haven't changed that much, they have only improved. Their model has always been to develop and sell the mine.
Herbie, your statement is factually selective, knowingly so.
You can't cherry pick facts. Yes available cash has a Q1 expectation, but there are other convertible assets available before anything else needs to be considered.
In my opinion, we won't need to worry about cash beyond Q1.
Quite a stretch there. Where on earth are you reading this.
If it your opinion, state it, but don't pretend the rns says anything like that.
There is no impact to sale price that we are aware of or that the company has mentioned.
IMO sale is on and price marginally effected.