AMN 7.41% 14.5¢ agrimin limited

Comparing apples with apples, page-63

  1. 258 Posts.
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    I hope so Panda - it is a key project metric... AMN's 10 July ASX release said "Agrimin has now obtained all regulatory approvals and heritage clearances for up to 2km of trenching at full-scale design". TICK!

    AMN holders appreciate your concern, but one of the reasons we're long AMN is management are predictable and thorough. The reliance Reward puts on the "high flow basal sand layer" that after so many years has never been able to be meaningfully tested (let alone exploited) must make you very nervous, so I see why you head over here and jump at shadows.

    Representative flow testing over the next month(s) is going to be cause for re-rating. De-risked brine supply will see this as one of only a couple of brine SOP project's capable of delivering meaningful annual production volumes which will flow on to industry leading operating costs.
 
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