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Alliance Mineral....The Next Lap.

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huathuat88888     08-Apr-2018 20:06  
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Exactly. Actually people initially non suspcious also become suspicious of this counter becos of risktaker.

Reminds me of Danger of Midas (LOAD UP LOAD UP until ....go look at Mudas Thread)

Lilchi580      ( Date: 08-Apr-2018 19:56) Posted:

0 shares still do so much research and keep bump.

huathuat88888      ( Date: 08-Apr-2018 19:50) Posted:

And tone of risktaker with a long write up when risktaker wants the share price to go up so that he can exit.

Really really long story. So really really very desperate to cash out


 
 
Lilchi580     08-Apr-2018 20:04  
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Maybe he went in at 40++ now alr more than 15% paper loss!
 
 
zandlery     08-Apr-2018 19:58  
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Just trade opposite of risktaker will do. History tell his call had more wrong than right.
Looking at this statistic, blindly trade against will have more win than lose.
 

 
Lilchi580     08-Apr-2018 19:56  
Contact    Quote!
0 shares still do so much research and keep bump.

huathuat88888      ( Date: 08-Apr-2018 19:50) Posted:

And tone of risktaker with a long write up when risktaker wants the share price to go up so that he can exit.

Really really long story. So really really very desperate to cash out.

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....


 
 
Goldfinger     08-Apr-2018 19:56  
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No offence to RT, as he may have his own motivations  - but no sensible trader or investor would write such a long educational piece BEFORE one builds up a large enough position.  Hence, I believe he is already very deeply  long in this counter and now rather worried whether the acquisition and obvious dilution of the number of shares would be a bad thing taken by the market.  And the price would crash Monday.  Even if so, I would wait until after Monday' s opening and market reactions  before supporting this online.

​ I have been accused in other SJ pages about not telling the truth, but I think transparency in one' s positions and intentions is very important as it involves integrity.  Hence, I would rather not contribute on SJ, if I was just wasting my time fibbing.

huathuat88888      ( Date: 08-Apr-2018 19:50) Posted:

And tone of risktaker with a long write up when risktaker wants the share price to go up so that he can exit.

Really really long story. So really really very desperate to cash out.

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....


 
 
huathuat88888     08-Apr-2018 19:50  
Contact    Quote!
And tone of risktaker with a long write up when risktaker wants the share price to go up so that he can exit.

Really really long story. So really really very desperate to cash out.

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 

 
huathuat88888     08-Apr-2018 19:48  
Contact    Quote!
Tone of risktaker when he really had ZERO positions
: )

risktaker      ( Date: 12-Oct-2017 07:31) Posted:

Tawana 34 now.... :)

risktaker      ( Date: 11-Oct-2017 13:25) Posted:

Profit taking @ tawana.. my view is tmr we may hve a dip to 34 ...


 
 
risktaker     08-Apr-2018 19:39  
Contact    Quote!
Bump up

risktaker      ( Date: 08-Apr-2018 19:06) Posted:

Reason why i post my research ... becos there are certain people trying to down ramping the stocks without valid data or fake perspective...

These people are either very short in the market or they are trying to buy back...

I cant stand this kind of people thats why i want to make sure people know what they are buying or selling if they choose to take action tmr.

There are people here with bad intention....

I have warned people about various stocks not to buy such as

NOBLE
EZRA
EZION
YUUZOO
SWIBER

EV is here to stay and lithium will be here for the next decade...
Follow the trend....

ALLIANCE is the only lithium stocks in SGX.... please watch out for those people who try to spread fear using fake news or data.

Good luck...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....


 
 
huathuat88888     08-Apr-2018 19:26  
Contact    Quote!
You are seriously contradicting yourself.

If others bring down the price of alliance mineral, you should be HAPPY and be thankful. Why ?

Because you have zero positions as of now. And you declare LOUDLY that you want to buy.

Why are you afraid and scared of the share price to be cheaper and lower ? You should be happy to buy back at lowef price. Right ?

I told you before. The more you talk, the more you arouse more suspicion on this stock. Your inconsistency, your self contradicting agendas, only make more people become more wary more suspicious of this stock.

You sounds very very desperate. Desperate to cash out from your vested positions.

risktaker      ( Date: 08-Apr-2018 19:06) Posted:

Reason why i post my research ... becos there are certain people trying to down ramping the stocks without valid data or fake perspective...

These people are either very short in the market or they are trying to buy back...

I cant stand this kind of people thats why i want to make sure people know what they are buying or selling if they choose to take action tmr.

There are people here with bad intention....

I have warned people about various stocks not to buy such as

NOBLE
EZRA
EZION
YUUZOO
SWIBER

EV is here to stay and lithium will be here for the next decade...
Follow the trend....

ALLIANCE is the only lithium stocks in SGX.... please watch out for those people who try to spread fear using fake news or data.

Good luck...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....


 
 
risktaker     08-Apr-2018 19:18  
Contact    Quote!
https://www.wsj.com/articles/the-battery-boost-weve-been-waiting-for-is-only-a-few-years-out-1521374401

Silicon lithium...nice break thru

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 

 
huathuat88888     08-Apr-2018 19:14  
Contact    Quote!
Watch cccx123 recommemdef documentary film "The China Hustle" (refers Sino Grandness thread).

And one of the best quotes stated is :

"Dont believe what is being presented to you. You can only believe when you cam touch it feel it and one of the best indicator is : Cash Dividends ~ you can feel it"

As for those reports, how accurate it is , you wont know. EX CEO wife team supposed to know these info best. But strangely, they didnt add their stakes even when share price was "cheap" at 22 cts.

Worse, they imdirectly diluted their holdings.

Bankers , corp lawyers, big names auditors , how much can you trust them ? Just watch the film .

 
 
risktaker     08-Apr-2018 19:06  
Contact    Quote!
Reason why i post my research ... becos there are certain people trying to down ramping the stocks without valid data or fake perspective...

These people are either very short in the market or they are trying to buy back...

I cant stand this kind of people thats why i want to make sure people know what they are buying or selling if they choose to take action tmr.

There are people here with bad intention....

I have warned people about various stocks not to buy such as

NOBLE
EZRA
EZION
YUUZOO
SWIBER

EV is here to stay and lithium will be here for the next decade...
Follow the trend....

ALLIANCE is the only lithium stocks in SGX.... please watch out for those people who try to spread fear using fake news or data.

Good luck...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 
 
huathuat88888     08-Apr-2018 18:56  
Contact    Quote!
You are seriously CONTRADICTING yourself. If you have 0 positions and you intend to buy at lows, why promote so hard with such long story ?

You want a lot a lot of retailers to rush in on hype to buy up ? Then share price go up and you are prefer to buy at higher price at higher costs ?

No right ? : )

The REASON you promote so hard is BECAUSE you want many many investors to believe your story so that the share price go up . For ?

For you to UNLOAD and CASH OUT with huge profits.

LOL

risktaker      ( Date: 08-Apr-2018 18:49) Posted:

Bump up for those who need to know...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....


 
 
risktaker     08-Apr-2018 18:49  
Contact    Quote!
Bump up for those who need to know...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 
 
huathuat88888     08-Apr-2018 18:36  
Contact    Quote!
The more risktaker promote this stock (think : Danger of Midas), the more scary it seems.

What makes it worse is risktaker promoting it everyday but saying he has ZERO positions in it.

RED FLAG.

it means risktaker is desperate to exit (profit) on his big vested positions. Typical Sell on News ?

Look af riskraker motto (you think you know but actually you dont know) and you know he says yes means no .

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 

 
chengwh1     08-Apr-2018 16:59  
Contact    Quote!
Tq RT,... I appreciate your comments,....
 
 
risktaker     08-Apr-2018 16:41  
Contact    Quote!
bump....just look at Bald Hill development... i am Sure MC will have great plans for Spinco as well... from my source China is very hungry for lithium miners and looking to buy out them...

risktaker      ( Date: 08-Apr-2018 14:38) Posted:

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
 
2) Lithium Offtake Agreement and Prepayment on 26th April 2017 
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) 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...
 
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)
 
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.
 
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 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....

 
 
risktaker     08-Apr-2018 16:35  
Contact    Quote!
this MC guy is really smart guy.... it is not 100% take over....but this guy have a game plan in place for things to happen.... He had a plan... he holds so many shares in Tawana and so he will get alot of spinco shares too... he will make things happen... Its either take over or IPO... just wait for the news

chengwh1      ( Date: 08-Apr-2018 16:07) Posted:

Tq.... You mean this SpinCo will be taken over by another bigger entity, and we will be paid the T/O price per share that we were allotted with ?

risktaker      ( Date: 08-Apr-2018 15:56) Posted:

Dont see any issue with this..... MC has spinoff assets and IPO before... i think more than likely this will be a take over target..


 
 
chengwh1     08-Apr-2018 16:07  
Contact    Quote!
Tq.... You mean this SpinCo will be taken over by another bigger entity, and we will be paid the T/O price per share that we were allotted with ?

risktaker      ( Date: 08-Apr-2018 15:56) Posted:

Dont see any issue with this..... MC has spinoff assets and IPO before... i think more than likely this will be a take over target...

chengwh1      ( Date: 08-Apr-2018 15:41) Posted:

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.


 
 
risktaker     08-Apr-2018 15:56  
Contact    Quote!
Dont see any issue with this..... MC has spinoff assets and IPO before... i think more than likely this will be a take over target...

chengwh1      ( Date: 08-Apr-2018 15:41) Posted:

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.

 
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