BAT 5.56% 1.9¢ battery minerals limited

David Flanagan giving BAT a kick on Twitter, page-210

  1. 351 Posts.
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    To be honest you've got me on the back foot now. I've just had a flick through recent announcements and can't see anything concrete but I'd definitely built up the impression that it was the case.

    I'm sure I'd seen something about "discussions with the government" with regards to not just the mining agreement but alluding to project stakes. Similarly, I thought I'd seen a comment at some point about discussions with "domestic" finance. Ring a bell for anyone else? I haven't been/seen a Q&A for over 12mths so this has been completely reliant on public announcements.

    I suppose disregard the confidence of my previous comments until I can back them up. Concept still applies. The PR from supporting a Mozambique mine, that is supporting the local community, is worth significantly more to both government and local lenders, than it is to foreign lenders.

    On a side note, did you read anything into the recent change in description for Origin's role, from being "appointed" to "mandated" to secure financing. That sounds like a no deal no fee arrangement. 
 
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