Member Info for tomcat-14

not very often that you see such straight lines on the side of a mine pit... there’s a reason for everything...

you’ve seen the graph daz... they go somewhere else... his big bro kicks ten tonnes of ***** out of him...

the good kid playing nicely and quietly in the corner... is the cute one that’s picked 1st...

hence the silence...

assuming the market is... and it isn’t being leveraged... with few -1 algo’s... by those who can... isn’t the term used on the development graph... orphaned phase...

have a read of lac’s pfs... see how much more value can be added when a larger portion of the drilled out resource is included in the project... do you think the funders are ignorant enough to be excluding that from their assessment of the future value and collateral for their investment decisions... doubt it myself... but the market is... and that helps them to get it for less... us too maybe?...

*complications...

#1 priority for has... and bcn... is to get these dfs projects to production... and secure the necessary funding to do that... much easier with the jv’s out of it at this stage... hard enough with two parties involved for each portion of the debt/equity funding... imagine the completions that tripartite deals would introduce...

possibly why we’re on a free carry until they include it into a dfs... but i remember someone saying we didn’t need one of those...

https://www.sedar.com/GetFile.do?lang=EN&docClass=24&issuerNo=00027103&issuerType=03&projectNo=02802223&docId=4363045 ...

[169,793,685 shares in issue] x [~$50 increase in sp today]... that’s $8.5bn... added on their mcap...

how many shares do they have in issue...

depends what the time limit was on... the exclusivity... or the rofr... and not time limits were mentioned in the original rns’ for mexilit... but there you go...

yes... this time it’s different... i think... we don’t seem to ‘have an exclusive right of first refusal to further negotiate terms to increase that interest in the Concession to a maximum of 49.9%’... and we don’t seem to have ‘a right of first refusal (until [date redacted]) to negotiate terms to increase its interest in the [name of private company that owns the asset redacted] from 30% to a maximum of 49.9%’...

don’t we get ‘a right of first refusal to increase its stake to 49% of the project’... again... but this time it’s ‘an irrevocable right of first refusal ("ROFR Investment") to subscribe for such number of shares in the share capital of MauCo equating to an additional 19% of the issued and fully diluted share capital of MauCo on terms no worse than those offered to MauCo by another potential investor’... i say this time... who knows for sure that we don’t have that already on the others...

13.88%... how much is that in $’s...

20gwh ev... 1gwh storage... battery capacity production... will all improve with increased volume bannor... giga3 is china...

of the people buying a new premium sedan in the us... buy a tesla model 3... and that’s only because they can’t make enough of them fast enough... yet... k333p ramping... exponential growth to a majority market share... already... in how many months was that... from scratch... __hopefully news of the euro gigafactory by end of year too...

£120m... @60p... for 60% bcn... i like your thinking there bannor... simple math always makes sense...

c’mon baby light my fire... 🔥