Nice summary, good to hear views from others on a stock that you hold (IMO most of the time holders only have bluesky blinkers on, or have their head buried in the sand, so good to get some perspective from others).
I couldn't help but reply to some of your comments on TAW (with my bluesky blinkers on ):
1) Maiden Resource: It's only a starting point, but importantly we've secured the Burwill offtake deal by meeting the JORC condition of at least 12mt @1.1% by 31 July. Resource target by end of the year is 30mt-50mt. TAW has a large acreage of pegamatite belts, so resource will continue to grow (5 rigs currently on site, with two years of solid drilling ahead).
2) Costs: all indications so far that OpEx, CapEx will be low (high IRR, payback in less than a year). Substantial Ta credits alone should cover most of the OpEx costs. Fully funded to production. Waiting for news on Ta offtake and DFS to confirm all this (hopefully news early next month).
3) Burwill: GSR Captial has recently bought a 15% stake (~A$27m), so it has a strong financial backer.
From Canaccord: "Expect TAW/AMAL to show up on investor screens now with the maiden resource – with the project the next in line (GLOBALLY) to achieve concentrate production, this could see a further upward momentum for the stock/s."
Be interesting to see the results of this twitter poll:
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