Member Info for tomcat-14

yeh... that explains why we finished 10% up... someone dumped 48m in the market at 0.09p... lol...
did the mm’s drop their offer for it... and filled the 33m too... whilst they were down there and no one was watching... or was it another dma that came in to cross it...

did anyone see how the 13:50 auction played out on friday... i believe it kicked off with a sneaky dma on the bid with 4 other mm’s at 0.09p... someone’s obviously smiling happy this weekend getting that filled at that price... ;)

and i’ll agree with you this time... there’s a high possibility that someone with a significant requirement for around 30% of sonora... but not all of it... would look to vertically integrate that 30% into a local battery production facility... be it ganfeng... or most likely a.n.other... who will be happy to pay for the services of contract mining and toll treatment by a specialist... without taking on that risk themselves... especially if they have a tight budget...

i think... there’s some indication in this presentation... of how the operations could be structured between the various companies involved at each stage in the process... https://youtu.be/3ZyBjwKhxzQ ... i’m guessing it will all be tolled... from mining to battery grade... the sale of the end product being contracted between the owner (msb/mexilit/megalit) and the offtakers... as per the offtake agreements we’ve seen to date...

i was hoping they were selling bcn shares and buying bcn loan bonds... https://www.tisegroup.com/market/companies/6790 ... but seems they’re now into iron ore... rather than li-ion... atm...

apologies... here’s the full link... https://www.sedar.com/GetFile.do?lang=EN&docClass=8&issuerNo=00027103&issuerType=03&projectNo=02928562&docId=4540784 ...

one is likely to be a shareholders vote... and the other one is likely to be the credit agreement consent... as they did with lac... https://www.sedar.com/CheckCode.do ... ;)

something else to watch again whilst waiting... https://youtu.be/3ZyBjwKhxzQ ...

https://twitter.com/tesla/status/1155956156369518593?s=21 ...

full report now available on www.bacanoralithium.com ... https://www.bacanoralithium.com/cms/wp-content/uploads/2019/07/Zinnwald-Technical-Report-compressed.pdf ...

it doesn’t read that way to me... cinovec was going nowhere without some form of government involvement... it was a bit of a catch 22... mexican standoff... stalemate situation... that finally looks like it’s now in the process of being amicably resolved...

is that what cez are after...

cell 6i gives you the maximum share issue now available to emh... under rule 7.1 (15%) and rule 7.1A (10%)... for issue without any further shareholders approval... https://www.asx.com.au/asxpdf/20190719/pdf/446r7z30kcynnb.pdf ...

it’s resolution 3...

shareholder approval already granted at the last agm...
https://www.asx.com.au/asxpdf/20181130/pdf/440v4kn6l1k2sn.pdf ... what does it matter...

approvals for issue of the additional 10% under rule 7.1a... was already granted by shareholders at the last agm...
https://www.asx.com.au/asxpdf/20181130/pdf/440v4kn6l1k2sn.pdf...

it’s stated in the rns 27nov2018...
bacanora intends to complete the construction funding in the first quarter of 2019... following a successful financing of the sonora project... bacanora will consider seeking a premium listing on the main market of the london stock exchange....
https://polaris.brighterir.com/public/bacanora_lithium/news/rns/story/w6y50gx ...
what mcap value is needed to get in... ;)

there should be one coming... along the same lines as this one... but for the zinnwald sedar filing last friday... https://polaris.brighterir.com/public/bacanora_lithium/news/rns/story/w9demex/export

https://www.asx.com.au/asxpdf/20190502/pdf/444s310gl2djfd.pdf ... this m&a may have more relevance to us... it being a lithium spodumene project in aus... at pfs stage...

i’m right in thinking that npv sensitivity table also applies to pre-tax npv8?...
$1.25bn x 178% = $2.225bn sonora + $0.48bn zinnwald = $2.7bn npv8...