Member Info for tomcat-14

depends where they start digging... and how big a part we play in their expansion plans... if it’s developed as planned in the fs... i’d say no... but if they start digging where i would start digging... and consolidate it all in some way... yes... why not...

yes it it does... we now effectively have a new majority jv partner in sonora... who now owns 35% (50% of the 70%) of our jv concessions... and 50% of the other 2... along with their 25.83% ownership of bcn...

these ones... 8 of the 10 concessions listed on page 22...
https://www.bacanoralithium.com/pdfs/Bacanora-FS-Technical-Report-25-01-2018.pdf ...

£1... that would get a few lost sole’s back to where they started...

someone’s buying in big... getting to be a regular occurrence now...

at $80/t 65% fe... $8.6bn...
at $130/t 65% fe... $14bn...
that’s an increase of 63% in itself... just on the indicated portion of the recent mre...

he still has a fair bit of catching up to do... :)

i’m tempted to say ebitda isn’t affected... it would stay the same... $136m per annum... but remind us again... what price ($/t) was that ebitda of $136m per annum based on... (it doesn’t say in the latest cp so that potential increase isn’t that clear and wasn’t highlighted in the rns)...

that’s ok then... so on that basis... i’ll agree with your lom estimation... that using the same plant... at the same production rates... a 21% increase in the mre... will extend the lom from 14yrs to 17yrs... ;)

at $130/t 65% fe... $14bn...

that would then be equivalent to 107.92mt 65% fe...

for someone simple like me ob... putting it simple... is 176.7mt 39.7% fe indicated... equivalent to 70.15mt 100% fe...

yes... they’ve shuffled the next 3 around a bit... and altered the dates for most of them... someone would need to be quick for that next available slot though... starting 12th / tomorrow...

lol... 50kt... they still trucking it in all the way from the mine... or is there any signs it’s from one of those piles already at/near the port...

why is their tracker off... still showing in south africa...

400/45=9-1gone2booked6left2come...

xin got caught on radar earlier... it’s heading south east... must have ditched the pirates and now seems to be heading to china again...

yes... but if we triggered the dipa financing... it will...

lol... looks like it... anglo pacific look to have it about right then... 3mt...

i think we were ready to ship in april... not so much wrapped up in legals as noted by squid... but red tape at the port... and the meeting in august was to help ease a bottleneck... in the meantime... a.n.other shipper slipped in under the radar...