Sol gold testing new highs, $10m of underlying value added to DGR last night.
AJQ, Kincora gas start up this quarter, ramp up to 20 TJ per day. Gas sales in place to APLNG for initial production. Senex energy- $400m EIG deal for re-newed interest in Surat area- neurology play.
ANW, Tin production/sales coming online this quarter. Price of tin up 40% last 12 months. Expected to be sustained if not increased going forward. Re-rates Tin asset on hand.
DHR, 40% share of LKO, coal and lithium developments "free carried" on LKO deal.
IRR, multiple Lithium targets, etc etc
It's all happening here.
Ann: Quarterly Activities Report, page-15
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