Member Info for tomcat-14

bfs table 15.4.2... south pit mineral reserve...
la ventana... 1,718kt lce : 50% bcn : 50% gfl...
el sauz... 1,109kt lce... 35% bcn : 35% gfl : 30% kdnc...
fleur... 1,688kt lce... 35% bcn : 35% gfl : 30% kdnc...
total... 4,515kt lce... 40.71% bcn : 40.71% gfl : 18.58% kdnc...

plane sailing then... same rules apply... watch where you’re pointing your bow... and most importantly... beware of the currents...

the 3mt ties in with what anglo pacific are reporting in their annual accounts...

i think there’s enough implied in this ruling to indicate what the brazilian corporate law and judicial recovery process is all about... and it’s definitely not to see assets like this go into bankruptcy... which leaves two of the three possible outcomes... settlement or annulment of the guarantees... the latter coming after the banks have confirmed that they do not wish to enact those guarantees...

yes b... link below 07:36... cheers mullins...
2 ships... 3 at the most?... ballpark...
45,000t x $150/t = $6.75m x 3 = $20m x 50% = $10m...
50,000t x $175/t = $8.75m x 2 = $17.5m x 60% = $10m...
or somewhere between depending on the costs and values at the time... although the %’s above are probably on the low side...

anyone found the link to the certified translation yet...

that can’t be it... surely...

#5 is in the dock...

that’s better... ;)

you missed a line...
3mt x $?/t = $?m... ($?/t = today’s price)...

yes... another £3.67m into the pot...

thanks for that cause... all that said... time limited suspension now lifted (60days / end jan having passed without the settlement being completed)... and all parties subpoena’d for the ruling on the main case... which i very much doubt anyone will want to risk going into that one without the completed settlement...

cheers daz... perfect...

i don’t think dev can wait now... can they?... we might wait until the settlement completes... if that’s not cleared up in the remaining pages cause is very kindly translating...

daz... isn’t that restating the old ruling that was suspended... was that >60days ago... you got a full translation yet?... :)

was noted in the rns 2nd feb...

https://www.lse.co.uk/rns/BCN/admission-and-directors-dealing-3xgp54ois7tatc8.html ... by about 10% by the looks of it... 88,889 shares applied for... 80,000 shares obtained... indicating that the allocations have been scaled back to about 90%...
107m issued / 90% = 119m shares applied for... that’s another 12m shares ordered that will now need to be purchased on the market... on top of the 1.11% ganfeng are short of their 29.99%...

i disagree... ganfeng will have capital growth as their #1 priority... which benefits from both the increased value of sll (50%)... and bcn (28.88%)... hence why they actively participate in capital investments into world class assets like sonora...

how does that work... do sll give ganfeng their lithium for free... the off take is at market rates...

looks very cosy atm... both berths occupied... the 210m ultimax is huge...