SOLG, page-63

Overall I just feel with Tribecca on board we have a more stable way of raising cash, and the fact they are onboard adds some stability to our business model.

Tribecca will fill their pockets with DGR sub, but this is good is it not? People on AJQ are berating the discount just as momentum was starting. But we obviously need cash and they get to pick their entry point because the mkt is just awful. The point is though- they want in! Even in this mkt they want in! Think of all the money sunk etc. Yes, we often run on empty at DGR, so knowing there is a cash generating entity we have a relationship with, that is obviously pretty good at what they are doing, is highly encouraging.

So catalysts.
AJQ-being cashed and on the cusp of major cash production. Undervalued compared to peers
SOLG- major part of NTA and looking safe as a house at 20p with MRE on the way. Expl potential- about time for an update, perhaps some of those maps with the magnetics and moly occurences overlaid for the other 72 project areas...
ANW - possible position to take over SRZ- stellar resources. 5 mill mkt cap, largest undeveloped tin prospect in Australia. Classic case of Mather and team getting to production first, multiple assets= risk aversion. All the nonsense on the ANW thread is just unrealistic expectations. The Aus team have done a fantastic job in Tasmania establishing the first mover advantgae on a shoe string budget. Probably now about to get the benefit of first mover advantage via consolidation (my theory). Stellar gets access to capital and nearer term production. Lower costs @ Taronga. Large entity, huge expl potential synergies. (Tribecca, access). Starts to look like a tin major.
DHR- LKO exposure. Mkt begining to believe that a good outcome is inevitable. Just down to the Victorian publics willingness to pay for it or not perhaps.
IRR- lithium of course. And about a million pivot points.