A40
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0.00% 8.2¢ alliance mineral assets limited

Ann: Quarterly Cashflow Report - December 2018, page-89

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  1. Haplo
    11,447 Posts.
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    02/02/19
    08:25
    Post #: 37307289
    I'm hoping it's POSCO. They have a good track record of doing JV refinery deals with their suppliers.

    Something I think most A40 investors didn't realise with the offtake restructuring. It now allows us to make some sort of refinery deal with a new offtake partner. Something that we should pursue, particularly with our future DMS2 output.

    Haplo
    A40 Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 5  Upvote
    lightbulb Created with Sketch.  Great analysis
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