Originally posted by Star trader
Hi GA58.
I hope everyone has a listen to the video like yourself as some posters interpretation has me wondering to their ability to understand English.
"He looks tied"
"He looks stressed"
If I was making big decision's, working late, or stuck in front of a camera with a lot of SH watching, with that having a fairly big impact on our SP (which has had a very hard hit at the moment) I would be a bit stressed/tied as well.
In all his video's he hasn't looked overly comfortable but that's OK.
I'm not a fan of having my photo taken either, let alone a video.
He said
AVL would be looking for a partner this year.
He said
AVL had just under 10 million in the bank to finance all studies, further test drillings to take us to DFS.
For me that's the interpretation I took from the Proactive investors video.
I'm most likely wrong as well so please just watch it a few times and make your own minds up.
P.S.
If a financial partner was to come on board that took a position in the company with some part of the deal being shares and loan, wouldn't it be handy that the SP was at a low so as to be given more shares to obtain that agreed value.
Just my Saturday morning's wild thoughts.
Have a great weekend folks. clear.png
I had a listen to the video a few time, especially from 3.43, and when he referred to Partner he wasn't referring IMO to an equity for Offtake Agreement (i.e. it was more in the context of a sophisticated investor IMO) from my interpretation of it (or his chosen wording was poor). A while ago I said that because the timeline between WinWin and the 2022 production date no longer accords and therefore I am treating that MOU as effectively dead now.
I think there is now an opportune time for AVL to start looking more specifically for a equity for Offtake Agreement (we are sending samples overseas to buyers for their own testing btw which is also what we have discussed last few days around the next stage and MET tests) and I suspect this would start forming the basis of a key strategic partner IMO. I would also be hoping we start 'further' talking to Chinese and non-Chinese players (as talking with a few might get the Chinese to have a hurry on as well given their change in rebar standards is further driving the demand/supply imbalance at this time in steel markets).
I recognise he inteviews not that great most of the time, but this interview wasn't like his previous others hence why I embedded an earlier post of the running log I kept on his interviews. I think with the PFS out the way and option conversion he will spark up again as he always seems to do. They are my interpretations but this will be past history anyway when the MET tests are progressed and we start seeing even more progress in the approval processes (particulary with the EPA).
All IMO
Originally posted by Jalaluddin
It seems that too much time was spent looking at the interviewee and not enough time was spent looking at the interviewer. clear.png
Witty reply btw.
(20min delay)
