AGM questions

Currently on the plane over and refining my questions for tomorrow. I’m expecting others to be asking some of these also so I’ll ask whatever I can.

Hope they’re suitably hard hitting for those who consider me a company shill - (just kidding idgaf but here they are anyway):

AGM questions

New AMH 50% deal:

• what price for the extra 30% and what potential pathways are there, is one gas a seller, can we avoid further dilution and still get it done
• do AMOG deals now wait until this is settled
• Is there protection against further delays
• what certainty do we have that this doesn’t get delayed again, are they aiming for a lowball takeover
• why was this only announced after voting closed, optics aren’t good
• are we funded in case of further delays
• was a good faith part payment discussed with amh for original deal
• Are the other potential Qatari investors related parties to AMH
• How does this get around asx takeover provisions ie above 20%

AMOG:

• will deals be executed using debt or equity or a combination
• how is this beneficial for IVZ holders
• Is our current spend on AMOG being paid from IVZ finance and if so what guarantees are there we get reimbursed, especially if the deal falls over

Finders fee:

• is the 100m shares based on particular sp or flat amount regardless
• is there escrow or any other protection against dumping
• can you discuss who the finders are- are they related parties to either AMH or IVZ

Incentive shares:

• as above and who gets them and are there any hurdles ie length of service

Hansard quote:

• Dep Mines Minister appeared to say they want to see resource amount before granting ppsa. Have the goalposts changed again and why are the government seeming to stall

PPSA:

• does amh require ppsa in order to finalise payment
• does amog require ppsa before any deals
• have govt changed or attempted to change terms in their favour

Exalo rig:

• is the contract going to continue
• was the cost benefit worth it in hindsight for 2 years plus of no drill

EIA:

• do we still need this to be extended or is ESIA enough to get on the ground at some point