Member Info for tomcat-14

Weigh in and destination confirmed… 45,646,903t iron ore… on it’s way to china…

Party’s over… they’re on their way…

Fully laden at 11.5m draught… and still 150mins to high tide…

Dip(2)…

Tidal sway?… ;)

Yep… zhe hai is before us in the queue… was scheduled in 26/01 and out 31/01 for 47kt of mango… running 9days late…

Negative ghost rider… the pattern is full…

Incoming…

Kdnc $139m nav 36% : $386m 100%…

$377av/yr fcf over lom (15yr)…

capex $377m : irr 56%…

npv10 $2bn 100% : $720m 36% kdnc…

Https://www.cadenceminerals.com/wp-content/uploads/2026/01/Cadence-Jan-2026.pdf …

page 10 update looks to have shaved a month off the timeline now that they’ve zoomed in to months rather than quarters… 👍

Submission of the archaeological studies was confirmed yesterday…

submission of supplementary technical studies requested by regulators, including archaeological and engineering works, with archaeological studies now completed and submitted to the Instituto do Patrimônio Histórico e Artístico Nacional ("IPHAN"), Brazil's federal authority for cultural heritage; and…

https://www.lse.co.uk/rns/KDNC/grant-of-preliminary-environmental-licence-amap225-rrh5duop0ipmyyy.html …

Is that the slate wiped clean… 🐦‍🔥

Do they fit the mo for our undisclosed offtaker…

Absolutely…

Certainly puts a different light on Friday’s rns…

Amapá Project Update and Technical Visit Relating to the Amapá Iron Ore Project…

Cadence Minerals Plc confirms that it is hosting a technical visit (in London today 12dec)…

Meetings (plural) will be introductory and non-binding and are intended only to support the State's understanding of the Project's long-term scale and capital formation framework…

🎅🏻 🛷 …

It’s here: https://www.lse.co.uk/rns/KDNC/amap225-project-update-u31r5lgocgaofuu.html …

Someone must consider this to hold material information that couldn’t have just been released in the weekly newsletter… whether that’s the official visit / inspection by the eda president himself or advancing the licensing works… or both… material notifications will be by rns… ✅

Is it different to what’s in the rns’…

Must be economically viable to get those moving too now… if azteca stacks up at these rates…