Interesting view point @binwood. I feel the difference between...

Interesting view point @binwood.

I feel the difference between 4CE and TAR is that Klaus is actually consulting to TAR to find assets and only gets those 12 million shares AFTER the 90 day due dilligence has passed and the project is a go ahead.

It may seem like a large amount but if the project is a "go" and Klaus has 12 million shares so be it, they will get absorbed on the way up just like the 125 million shares did in AVZ in may.


Looking at the figures

8.8c share price
103m SOI
$1.7mil COH
No debt
$9.06m MC
$7.36m EV

There are a lot worse plays to consider with than this one. That cash will help with a fair bit of a while here.


I honestly don't believe Klaus would be giving his daughter a project that he believes would rubbish as well. If anyone knows that region it would be him. Nobody had considered DRC for lithium until Klaus presented Manono.


The future AVZ sale will only help lift the region substantially as well. It will become a lithium hub no doubt. Infrastructure is all going in as we speak, helping reduce any potential future costs.


Also if Klaus sells AVZ at a good price to the Chinese with the help of Airguide than I would expect many of he contacts made by Klaus to be passed onto Sheena. If things turn out decent then who is to say an introduction down the line between Airguide, Klaus and his daughter can't happen. Yes that's a long way from now but the common link is there.


Yes I am making assumptions of things that could and may happen here but there are many things to like about this company, hopefully they can deliver over the next 90 days and further on!