AGM -
Since so many of us are M.I.A - can we leave a little wish-list of questions to pummel management with?
We need to know the substance and rationale behind the merger (if that is what it is).
In more detail, if possible, than the announcement on Monday.
I'm wondering now if all this will be held back to Tuesday though for the AGM big reveal.
I want Tse in Steve Jobs Mode with a black turtle-neck within a few years, mentioning casual new acquisitions of more assets with a "one more thing..."
Lots of detail - keep pressing - we need to know why the same result could not be achieved as a jv.
Has there been friction with GMM?
Who are the Chinese clients? What stage are we at with the second off-take?
We need a cheeky follow-up if there has been any recent discussion of take-over offers for GXY.
He won't be able to tell us - but there might be a body-language "tell"
We need some info about test plant vs full brine plant at SDV.
Is a SDV test plant a necessary step?
Will a merger mean they can go straight to the full 25kt plant?
Will a merger mean they can skip equity sell-off for SDV?
Are there plans to consolidate the shares down after a merger?
What will Fotios' role in the new company be? - assume Manager of Hard-Rock Enterprises.
Seems James Bay has moved up the order of importance by having a June quarter DFS - when are they projecting that build could commence?
Will James Bay be a 200kt plant (a la Mt Cattlin ) or a larger 350kt plant?
oh
and
Ask about future vertical integration plans for
@Thesi?
and finally
Ask whether GXY's valuation also needs a few million added for the fact that Deano posts here everyday.
