There is, pls rememberer... a big Achilles Tendon in the SpinCo arrangement. This SpinCo is a private company,... we can never sell  our shares and realise our investments if we need to. We have to WAIT till they listed and then floated these SpinCo shares  on the exchange,.... for us to enjoy our gain.
Common Question & Answers based on my Research:
Important Time Line to understand the achievement they have done during past 12 months:
1) Alliance & Tawana Bald hill join venture agreement completed during 19th April 2017.
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/04/01848735.pdf
1) Alliance & Tawana Bald hill join venture agreement completed during 19th April 2017.
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/04/01848735.pdf
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/04/01850357.pdf
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/04/01850357.pdf
3)  Maiden Lithium Mineral Resource on 14th June 2017
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/06/TAW-2.pdf
4) Construction Commences on Lithium Plant at Bald Hill Mine on August 2017
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/08/01883784.pdf
5) Bald Hill Delivers Excellent Metallurgical Test work results on 6th september 2017
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/09/1711140.pdf
6) Bald Hill resource update on 11th Oct 2017
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/10/TAW-11.10.pdf
7) Significant Exploration results continue at Bald Hill on 6th December 2017
http://spcagent.co/tawana//wp-content/uploads/sites/37/2017/12/01930677.pdf
8) Bald Hill on track for lithium production this quarter on 12th Jan 2018
http://tawana.com.au/wp-content/uploads/sites/37/2018/01/01940837.pdf
9) Lithium Production commences at Bald Hill on 14th March 2018
http://tawana.com.au/wp-content/uploads/sites/37/2018/03/140318-Lithium-Production-Commences-at-Bald-Hill_final.pdf
10) Bald Hill plants Achieves Key Milestones on 29th March 2018
http://spcagent.co/tawana/wp-content/uploads/sites/37/2018/03/1786495.pdf
From a company that has nothing in 2017 April and just 12 months later it has commence production and achieves key milestone. This only shows you the superb leadership of tawana management. 5 star management team.
Important Things to note:
1) Coming reserve upgrade will be significant to be announce soon note that total land explored is just 5%.  (The total land is as big as singapore) 
2) Alliance is halted on Thursday and Friday for fund raising conducted by Cannacord Australia...  new shares are only place out to insitutional investors or fund managers. (If u have contact with Cannacord and try to get some shares... they will tell u it is fully subscribed)
3) Alliance has achieve production key milestone and it is current in production status not development anymore. The project has been de-risk. Each ton of lithium they produced is worth 880 USD... its a cash cow now. First shipment of 10,000tonnes is expected to be this month. its worth 8.8 million USD. and followed by monthly shipment.
4) the production is expected to be fully ramp up by june/July so the tonnage would increase to 12,000 to 13,000 tonne. Once fine circuit is installed it should hit around 18,000 tonnes per month by End of the year which is around 15.8million USD per shipment. 
5)  Financial report for 2nd Quarter shall turn positive (It may change if they proceed on with the 2nd DMS construction, but it only shows china strong demand and the amount of lithium under Bald Hill)
5)  Financial report for 2nd Quarter shall turn positive (It may change if they proceed on with the 2nd DMS construction, but it only shows china strong demand and the amount of lithium under Bald Hill)
5) Alliance recent suspension are mainly due to silly CEO saga with Mr Lim. Which has been resolved and Alliance CEO being sacked. Under the merge entity, I am glad that it will be Mark to lead the new alliance.
 
Also after reading regarding this merger deal... just to recap again.... i reckon this is a fair deal for both alliance n tawana... 
 
Just some points i wished to highlight. 
 
Will Alliance holder get spinco shares?
Answer is No for individual alliance holder, but as the newly (after oct) merged Alliance entity they will have 15% of spinco.
As Tawana other assets will be spinout by june 2018 which is before the merge. The other assets will be injected an entiity call Spinco.... which will be eventually IPO, RTO or Take over (based on MC past track record - happen before under MSR IPO).... so it will unlock its value for all Tawana shareholder in 2019 or latest 2020...
As Tawana other assets will be spinout by june 2018 which is before the merge. The other assets will be injected an entiity call Spinco.... which will be eventually IPO, RTO or Take over (based on MC past track record - happen before under MSR IPO).... so it will unlock its value for all Tawana shareholder in 2019 or latest 2020...
 
FYI currently Tawana is working together with WA gov on drilling cowan " co gov funding"  
 
How will the merge affect my alliance holdings?
For Alliance shareholder there will be no changes for your holdings.
But for Tawana shareholder you will be given 10% extra for each Tawana share you hold. The ratio is 1 Tawana share = 1.1 Alliance share which will happens after the record date (Should be around late september or  Early Oct)
But for Tawana shareholder you will be given 10% extra for each Tawana share you hold. The ratio is 1 Tawana share = 1.1 Alliance share which will happens after the record date (Should be around late september or  Early Oct)
 
Current holders can basically ignore the current trading price. As this only happens in oct 2018.... so no one will know what is the price.
 
Example some investors brought 100k of tawana shares @ 45c in April.(IMPORTANT Note this example is speculating that everything is progressing well and market did not crash.)
 
By september 2018 with the resource update, progression, profits coming in and expansion of 2nd DMS. Manage to lift alliance SP n trade @ 80c during record date (estimated late september or early oct)
I bet everyone will be happy...
So just before the record date. Tawana should trade 10% premium of alliance
 
If alliance trade @ 80c
Tawana should trade @ 88c
 
But if it didnt:
if Tawana is trading @ 85c
and alliance is trading @ 85c
No one should sell their Tawana share right? Because i am getting 10% extra in Alliance.
Is it going to be dual list in ASX and SGX?
According to the release announcement if i read it correctly. In order to list in ASX we need to have 75% of votes. So there is no guarantee that there will be ASX listing but very likely.
 
No one should sell their Tawana share right? Because i am getting 10% extra in Alliance.
Is it going to be dual list in ASX and SGX?
According to the release announcement if i read it correctly. In order to list in ASX we need to have 75% of votes. So there is no guarantee that there will be ASX listing but very likely.
 
The new merge entity with a bigger market cap will allow fund managers and institutional investors to invest... as previously they cannot invest in an entity that market cap is of below 500million.... So this will attract more quality investors.... 
Also it will be easier to deal with single company( rather than Alliance & Tawana)  if there is any interested party to takeover the entire company.
Also it will be easier to deal with single company( rather than Alliance & Tawana)  if there is any interested party to takeover the entire company.
 
Also the co-funding of around 50m (Alliance & Tawana) will allow them to built the fine circuit and the 2nd DMS.... which they plan to double the current lithium output (year end 220Ktpa with fine circuit installed) to 440Ktpa in 2019... Provided the resource update can justified it... but it is obvious since the money has been raised.... 
 
For 220Ktpa x 880 USD revenue =SGD 250m 
Profit is around SGD 80m to 100m 
 
For 440Ktpa reveune =SGD 500M 
Profit around SGD 160m to 200m 
 
What will be the fair valuation? Good luck 
 
For those who doubt the ability of the management... please research do your own research.... its truly amazing 
 
A highly potential Blue Chip in the making....easily  $1.50  -  $2.00  when value fully unlock... while provided market dont crash.... 
 
My view only and could be quite speculating as i have assume everything will be smooth...As of today i have 0 position in alliance....because mainly because market is currently very bad because of Trump. I expect market to correct another at least 10% to 20% within the next 2 months..... Fed is not showing any signs of panic.... therefore the market is currently in panic mode....
No one can foresee the future..... for me i may load batch by batch.... so that i will not buy at the highest price... Remember I am not advising anyone.. just sharing my view...
Good Luck....
No one can foresee the future..... for me i may load batch by batch.... so that i will not buy at the highest price... Remember I am not advising anyone.. just sharing my view...
Good Luck....
I hope so.... i just want the same price as insitution investors can liao
sheerluck ( Date: 07-Apr-2018 22:47) Posted:
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I think  coming Monday there will probably be another price bloodbath from " Peking (roasting the) Duck" event making AMAL " less expensive" to buy.
But frankly, just base on 5% explored, I hope they didn' t simply x20 and build their processing facilities based on that.  For all you know, the remaining 95% got little to no lithium.
But frankly, just base on 5% explored, I hope they didn' t simply x20 and build their processing facilities based on that.  For all you know, the remaining 95% got little to no lithium.
risktaker ( Date: 07-Apr-2018 21:20) Posted:
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Bump
risktaker ( Date: 07-Apr-2018 17:25) Posted:
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😑
huathuat88888 ( Date: 07-Apr-2018 21:28) Posted:
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Only "I " ? So lonely ah ? Your powerful group deserted you ?
I thought u always say "We" ....
I thought u always say "We" ....
risktaker ( Date: 07-Apr-2018 21:20) Posted:
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If u read my previous post... i say i may enter coming week..
sheerluck ( Date: 07-Apr-2018 20:28) Posted:
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Sheerluck always get to the main point. Sweet and simple.
For all the hype talk , all the 80 cts $1 oops now say $2 talk (soundslike yuuzoo talk ? Or danger of midas talk ) ,
risktaker has ZERO position. 0 holdings. Dont be a JOKE lah.
For all the hype talk , all the 80 cts $1 oops now say $2 talk (soundslike yuuzoo talk ? Or danger of midas talk ) ,
risktaker has ZERO position. 0 holdings. Dont be a JOKE lah.
sheerluck ( Date: 07-Apr-2018 20:28) Posted:
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and the reason for you to have no once-in-a-lifetime position is...........
risktaker ( Date: 07-Apr-2018 17:25) Posted:
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To call this a blue chip is a joke - you really should not make statements like that.
Look what have alliance and tawana achieve in just 7 months...
From a company that has nothing.....
1) successfully proven lithium reserve for commercial mining of 3.7 years ( coming reserve upgrade will be significant also total land explored is just 5%)
2) counter is halt on thursday n friday for fund raising done by cannacord... which only to insitutional investors(fund managers). They must be stupid right to invest @ 33c if they see no value.
3) hello.. it is now a production miner...each ton of lithium mine is 880 USD... its a cash cow.
4) the production is expected to be fully ramp up in june/July... so from July onwards cash is flowing in.... oct/Nov shall show good profit..
5) this company has no issue at all except the silly CEO saga with Mr Lim. Which has been resolved and CEO sacked.
Please go tawana website and read thru the transformation since 2017...
Also just to recap again... this merger deal.... i reckon this is a fair deal for alliance n tawana...
Just some points i wished to highlight.
The merge only based on exisiting shares of both company.... tawana almost have 500m share and alliance have 550m... thats why 1:1.1
This deal happens in oct.... so no one will know what is the price....
Next is all other assets of tawana will be spinout by june... injecting into another entiity call spinco.... it will be eventually be IPO, RTO or Take over.... so it will unlock its value for all tawana shareholder in 2019...FYI currently tawana is working together with WA gov on drilling cowan "gov funding"
The new merge entity with a bigger market cap will allow fund managers and institutional investors to invest... as previously they cannot invest in an entity that market cap is of below 500m....
So this will attract more quality investors....
Also the co-funding of around 50m (alliance & tawana) will allow them to built the fine circuit and the 2nd DMS.... which they plan to double the current lithium output (year end 220Ktpa with fine circuit installed) to 440Ktpa in 2019... Provided the resource update can justified it... but it is obvious since the money has been raised....
For 220Ktpa x 880 USD revenue =SGD 250m
Profit is around SGD 80m to 100m
For 440Ktpa reveune =SGD 500M
Profit around SGD 160m to 200m
What will be the fair valuation? Good luck
For those who doubt the ability of the management... please research what tawana have done in 2017.... its truly amazing
A highly potential Blue Chip in the making....easily $1.50 - $2.00 when value fully unlock... while provided market dont crash....
My view only... i have 0 position in alliance..
From a company that has nothing.....
1) successfully proven lithium reserve for commercial mining of 3.7 years ( coming reserve upgrade will be significant also total land explored is just 5%)
2) counter is halt on thursday n friday for fund raising done by cannacord... which only to insitutional investors(fund managers). They must be stupid right to invest @ 33c if they see no value.
3) hello.. it is now a production miner...each ton of lithium mine is 880 USD... its a cash cow.
4) the production is expected to be fully ramp up in june/July... so from July onwards cash is flowing in.... oct/Nov shall show good profit..
5) this company has no issue at all except the silly CEO saga with Mr Lim. Which has been resolved and CEO sacked.
Please go tawana website and read thru the transformation since 2017...
Also just to recap again... this merger deal.... i reckon this is a fair deal for alliance n tawana...
Just some points i wished to highlight.
The merge only based on exisiting shares of both company.... tawana almost have 500m share and alliance have 550m... thats why 1:1.1
This deal happens in oct.... so no one will know what is the price....
Next is all other assets of tawana will be spinout by june... injecting into another entiity call spinco.... it will be eventually be IPO, RTO or Take over.... so it will unlock its value for all tawana shareholder in 2019...FYI currently tawana is working together with WA gov on drilling cowan "gov funding"
The new merge entity with a bigger market cap will allow fund managers and institutional investors to invest... as previously they cannot invest in an entity that market cap is of below 500m....
So this will attract more quality investors....
Also the co-funding of around 50m (alliance & tawana) will allow them to built the fine circuit and the 2nd DMS.... which they plan to double the current lithium output (year end 220Ktpa with fine circuit installed) to 440Ktpa in 2019... Provided the resource update can justified it... but it is obvious since the money has been raised....
For 220Ktpa x 880 USD revenue =SGD 250m
Profit is around SGD 80m to 100m
For 440Ktpa reveune =SGD 500M
Profit around SGD 160m to 200m
What will be the fair valuation? Good luck
For those who doubt the ability of the management... please research what tawana have done in 2017.... its truly amazing
A highly potential Blue Chip in the making....easily $1.50 - $2.00 when value fully unlock... while provided market dont crash....
My view only... i have 0 position in alliance..
sheerluck ( Date: 07-Apr-2018 16:48) Posted:
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I am seriously confused as to why the valuation of Baldhill is good enough for them to spend money into the mining operation but not good enough to go into their financial reporting?
risktaker ( Date: 07-Apr-2018 16:32) Posted:
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I cant find words to describe my feeling for u.... except sorry... guess u just lost too much in alliance...
huathuat88888 ( Date: 07-Apr-2018 14:39) Posted:
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😏
huathuat88888 ( Date: 07-Apr-2018 14:39) Posted:
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To risktaker :
Actually we always give Alliance Mineral the benefit of doubt 50 : 50.
So who to blame ? BBS should blame you if things dont go according to plans.
Why ? For talking too much. You not only talk too much , your inconsistency and etc
That arouses our suspicions. Thus make us look deeper into the whole atory of Alliance Minerals.
The BBS are are horse owners . You are like their runner . But you talk too much. You destroyed the BBS plans .
Is your fault risktaker.
Its ok... time will tell... i dont need ur aknowledgement... its ok ... i dont care whatever .... you can say i stupid idiots or sh1t really i dont care.... hehe but those who know will br laughing at u...
And i know ur always caught shorting and always buy high sell.low in alliance hahaha...
I apologise on behalf of alliance BB... sorry that we have make you lost money....think BB know who u r by looking the share holder list LOL
And i know ur always caught shorting and always buy high sell.low in alliance hahaha...
I apologise on behalf of alliance BB... sorry that we have make you lost money....think BB know who u r by looking the share holder list LOL
Riskaker sounds verh desperate to get out .
If he thinks is UNDER VALUED AND WORTH 80 CTS AND $1 soon, why he said he "is still not vested " ?
Ok at 37.5 cts you mean he didnt buy ?
36.5 cts also didnt buy ?
35 cts also ?
34.5 cts also DIDNT BUY ?
then he is contradicting himself .
He shouted 80 cts $1 soon and didnt buy on dip at 34.5 cts ?
Goldfinger ( Date: 07-Apr-2018 13:37) Posted:
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Agree - no smart person would talk up a stock like RT BEFORE buying up his position.
huathuat88888 ( Date: 07-Apr-2018 13:21) Posted:
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For those ignorant if HK corporate history, can try to find out more about Burwill.
Burwill used to be trading at above HK$ 1 due to a " mega hype deal of the Steel Smelting deal with China partners "
You know what happened later ?
Dont know ? Go find out .
huathuat88888 ( Date: 07-Apr-2018 13:21) Posted:
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