Member Info for tomcat-14

dev is the amapa mining company/operator… it has a value… where are you saying it’s value sits currently… 100% in pba (jv co)?… where then are you saying pba’s value sits currently… 100% in indo sino?…

fs headlines…
74mt ; 66.1%fe ; 25yr lom…
$8,956m revenue (fob)… ($121/t av)…
$2,574m cash flow… ($34.78/t av)…
$612.5m capex… ($8.28/t av)…
$579npv6… ($7.82/t av)…
13.0% irr…

how do they compare… fs/pfs…

@9:28 am tuesday 15th march 2022…

i’d have that pilot plant working 24/7 at these prices… how many tpa/tpd/tph was it run at…

it is what it is ob…

*should be…
600kt lce recovered @$67,500/t would mean that sonora is now a $40bn project…
with an 8.8mt contained resource worth nearly $600bn at the same rate…
even if you halved it for a long term lom off take… it’s still impressive…

wasn’t it the 62% fe price that they were using as a reference… when shipping the stockpiles previously… $141.41/t discounted… looks like we’re in that territory again now…

has everyone actually received their offer shares into their respective accounts and can trade them now…

the thing is… only 15% of existing shareholders voted against the dis-application of their pre-emptive rights… so 48.9% is a lot higher take up than anyone should have been expecting…

fully loaded at 11.5m… i might add… ;)

km now underway… just missed friday’s close… hanwe…

but should be underway before tomorrow’s open…

today… t+5 settlement day for the placing… cash in the bank… immediately transferred into pba’s account via fast bank transfer… for our 27%… rns ?…

and still no tr-1… is today the last day for pi’s to flip isa’s into the offer… not that the mm’s are obliging with the sp…

the war is over… russia is pulling back… no excuses…

nice1… another victory for the retail… i resorted to selling my zinnwald shares… which looking at today’s tr-1 over there… an ii has been mopping up all the retail selling that’s been driving their share price down recently… can’t imagine that going on here can you… sp dropping whilst ii’s go about their business building significant shareholdings as the price falls… we haven’t even got a tr-1 out of any of the ii’s we brought in on the placing… yet…

they may want it done before kang man gets underway…

won’t come until the cash clears into our account… t+5… thursday… or tomorrow if you count the weekend…

docked… might be pushing it a bit to turn it around before thursday’s close…