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It's great to see the numbers laid out like that. Massive operating profits and it has to make a blockbuster offer for ZIOCs share a real prossibility.

The numbers regarding royalties etc will pale in to insignificance here. An updated investor presentation will help with those figures for sure though.

Morning MinorMiner. Great post and the numbers here are truly amazing.

Not long until we rerate properly.

Hi extrader.

You make an excellent point about the IMF and I wholeheartedly agree.

The Special Economic Zone and Mineral Port are fundamental to the ROC National Development Plan 2018-2022 and the diversification of the economy.

As I have mentioned before, the IMF will be waiting for the SEZ and Mineral Port to be signed off before they commit.

You can bet your bottom dollar that the IMF Board of Directors will miraculously arrange a meeting in regards to debt relief to ROC once SEZ and Mineral Port has been signed off.

As mentioned earlier on this message board, Focac is being held in Beijing on September 1st-4th where the SEZ and mineral port will be signed off by President Xi and N'Guesso.

That is 2 weeks tomorrow.

I'm sure we'll be getting more lovely bits of info in the press before our game changing RNS arrives!

Yeh thanks Riskisgood. Excellent and really informative posts from you.

Lol

Excellent work MinorMiner! I've only been in here about a year now so a bit shorter than a few people here but it's under 4 weeks until port sign off at the Focac meeting in Beijing. New website for the meeting up yesterday. Should be getting some juicy info from that as well.

I completely agree Ironic. As you said prices have changed since then and we're looking at $170+ a tonne now. Figures are indeed immense. I also agree about the order filling too. It's so obvious with what is going on. ------ Someone posted this earlier..... "Priced in already with the recent rise" Hahaha Sorry that is absolute sh.ite. Read up on EPP. How many tonnes per year. Read up on Stage 1. Read up on current premium prices for pellets. Read up on cost reductions. Priced in??? Not even close.

More and more shares from PI's are being transferred to the big players.

We could see that yesterday with all the huge delayed buys.

Happening again today.

Not sure Marcus.

However I've been recently told that the port is not dependent on IMF meeting and will happen pre cursor to any IMF bailout deal.

The port will be officially signed off between September 2nd to 4th as I just said.

That's the big game changer here with EPP offtake to come as well.

Focac meeting is Sept 2nd-4th where SEZ and mineral port will be officially signed. I've got a spare ticket if anyone wants to join me in Beijing.

Totally agree there MinorMiner. They will have still mills lining up around the block. And I don't just mean the European steel mill used for testing either. China has recently closed a great number of steel mills replacing them with ones designed to use high grade pellets. If Zanaga was far away from securing an offtake agreement we would have seen that in the RNS yesterday with them shouting from the rooftops. Short and sweet. EPP offtake and port agreement within 4 weeks and we are in the pounds.

Think they look like sells mate. Anyway plenty f positives to look forward to.

Cold pelletisation already proved a success in the lab. I'm expecting further confirmation on larger scale very soon with another technical announcement. I would love an updated NPV too. I wonder what that is now? I suppose that could come with further cofirmation of technical work proving cold pelletisation works on a larger scale and add in recent further increasss to premiums of high quality iron ore.

Great news MinorMiner thanks for the link.

Yes any technical announcement coming out in short term will hopefully show that they have cracked the cold pelletisation process on a larger scale. As we already know, the still mill has already expressed a commercial interest if things work. Time to sit back and watch this rocket SP wise.

Indeed MinorMiner! "Watch this space"

With Zanaga increasing their tweets in recent days regarding the importance of quality in pricing sounds to me like a pre cursor to some news being released in relation to test results. IMO these results will blow the doors off.

Exactly. Exciting times

Wow. THE PRICE OF 65-PERCENT GRADE PELLET CLIMBED TO $133.05 A TONNE ON JULY 27 Perfect timing indeed!

Great calculations MinorMiner. NPV is incredible.