"Come back to the bigger picture, because that's where the true value lies."
“Bawdwin is a true world-class mineral asset. The kind that every base-metals major in the world wants to own."
“Owning to its unique history, it’s almost certainly the last of its kind available in the world, certainly the last of its kind that I’m aware of having spent 30 years in the industry”
“Obviously I’ve been batting away people trying to fund the whole thing and get off take agreement for months now, that’s probably the place to start. It’s not my ideal source of funding for the project but given we’ve got Yunnan Province in Greater Western China sitting within a couple of 100kms loaded with hungry smelters, they are falling over themselves to find a way to tie up our off take.”
“Perilya’s ability to introduce us to banks is very valuable of course too.”
View expressed by a non-Chinese bank “This is bankable for them”
A few other classic Johnerisms in there, which I'll post later.
This guy oozes competence in my view.
MYL Price at posting:
6.7¢ Sentiment: Buy Disclosure: Held