Ann: Trading Halt, page-23

If we relate it to AMs given timelines for project development, which are reasonably tight with mine development to start this year then they need cash soon.

But just how tight does this Japanese money (assuming it’s this money from AMS J trip) see the lead supply chain getting ? What I was alluding to in the post on the other thread.

This stable is building a reputation for making the most of the cash they pull in so one hopes it will be a big chunk and be used wisely.

Whatever the case the terms, structure and attractiveness of rates, payout etc etc will give us an indication of just how attractive this project is to global cash. Given it’s NPV to me personally it’s damned attractive. Payback potential is fast too.

As far as just what kind of finance is involved imo any and all of Ur list is possible OS except maybe the CR which should have seen us at a predetermined sp level by this time. Maybe we are. I hope not cos if this is as strong as we think it is the market cap should go to beteeen 200 to 300 which may mean we are in for quite a ride in the short term, but importantly that’s just my opinion based on my rough potential market cap model based on a strong project metrics company.

Major discount that must be applied tho is a lack of OT atm. Will this coming annmnt address that tho ?

If it’s a strategic supply chain based financing arrangement, as AMs trip might suggest, it may well do, which means we might see that 200 plus MC a lot sooner than we think. Just how controlling will these brokers be tho and just how quickly will they move to update their recommendations given where this COULD end up ?

Gr.