Member Info for tomcat-14

yes… well done dee… i was intending to ask if anyone was in dialogue with the bod yet... and are the bod communicating directly with you... it is good to see that you have their attention… the thing is… did it come across like the bod will come around to secure a better offer for it’s shareholders... did secker go away with a clear instruction to inform ganfeng that it’s currently way too low and they need to think again… no doubt pi take up in the last cash raise gave them the impression and confidence they could snatch it from under your noses at this indicative price… anyway… if not… i have my agm voting papers now and was wondering if there is a savebcn pi tactical vote intended to send ganfeng that clear message directly… as with the primary bid offer… ganfeng are sure to use the agm results as a gauge of your powers to block or secure a better offer…

the project funding is defined in the jrp… there are reasons why it is what it is… someone will provide the remaining dipa+dipb financing via equity into the newco… regardless… it’s not about whether indo can or can’t either… it’s if they will want to or not… own 73%… which i doubt very much myself…

i disagree… kdnc’s 27% = $6m… so by right of inclusion in the jrp… you two are short by about $24m… regardless of the additional profits from sales of stockpiles…

dipa + dipb =$30m…

where are we at with dev berthing slots now… dropped 2 added 1?…

is there a court hearing today…

it’s intriguing how the petitions are time stamped… and dated different to the date of the movement… could explain why the sp moved a bit yesterday though… ;)

it takes a strong composure to hold back another day on the news that the last 2 ore carriers to leave santana… did so breaking consecutive records on the weight of amapa iron ore exported… or other priorities… i guess that the next news we’ll get… is going to be the big one… however long we are made to wait for it by the banks...

yep… #6 maybe then… lol…

any takers for…
genco freedom…
florentine oetker…

we have the weigh in… another record breaker… mv left with 49,010t iron ore no less… :)))

dev #5 is still a significant spot by whoever picks it up…

27/05/21...
it was reported by ms. raquel... from the recovering team... that the iron ore will be shipped to china in four ships with the expectation of starting on 01.04.2021)...

maxed out again ;)...
(i think santana is 11.5max... or have they dredged it an extra 1.5m recently)...

#4 mv about to get underway... on the next tide by the looks of it... how long will they be able to hold back before saying something after this one...

still tbn?...

thanks... due in on thursday now then... i’ll widen the search area... ;)

it’s approaching 2-years now since the jrp was approved and homologated by the courts... and our ship #5 is due in on monday...
what are the banks options?...
settle... execute... do nothing...

believe me... i have no doubts... i’ve read the rns... but i don’t mind the sp creeping up whilst those with doubts wait for the next one...

but... it is a done deal though... ;) just waiting for completion of contracts...