The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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When pfs Will realese??
Initial Euphoria of the discovery of such a mega resource has died down, now the reality:
> need to raise about $330m to bring to production, with inflation taking off you can probably add another 20% plus another 20% contingency for the DFS, so looking more like$550m by the end.
> Production best estimate, by the company, won't be earlier than 2026
So this will attract long term strategic investors but not the usual spikey retail PIs that previously drove this up to high 40s until construction starts - not to say there won't be fluctuations and opportunities to make profits before then...
Nothing but an opportunity, wish I’d bided my time a bit more buying in but this price is a gift to anyone with spare cash floating about, once the pfs is released I think this will be back pushing 50p and beyond. It’s hard with companies that are somewhat under the radar as you need consistent buying pressure to keep the price high. Unfortunately the only way to get that is with regular good news and pr which currently we aren’t at a stage to offer. Just be patient personally I’ll be buying more when money comes available as this will be a brilliant share for anyone who is looking at holding beyond 2 years. If you haven’t listened to the Sunday roast interview it’s posted further down this board and it will be an eye opener to what we have our hands on. Dyor good luck
Boring
Where's bottom price??
Thank you, sorry I ask you question, what's your share price prediction in 1 Year?? Just I want to know your opinion
Hopefully with the updated pfs we will be back to recent highs.
What's your prediction in 3 month later??
Might be wrong but I think due to the relatively small size of the company we attract a lot of PIs many of whom have likely been hit by the huge crypto drop, cost of living, war fears the list goes on so we are seeing a sell off. I don’t think fundamentals have changed and in the most recent rns and interviews everything sounded good
Can anyone explain?? Please
What happened??
Placed at aus$.67 ~38p. Small discount to previous Aus sp. Now up at 40p UK.
So very positive.
GLHs.
That's incredible!
But bear in mind production not due to start before 2026 That's a very long time in todays world.
Rutile price chart for China prices
https://www.ceicdata.com/en/china/china-petroleum--chemical-industry-association-petrochemical-price-inorganic-chemical-material/cn-market-price-monthly-avg-inorganic-chemical-material-titanium-white-rutile-type-r2-type
Usually somewhat higher than West.
Well he's given time frames in the Sunday roast
- feasibility stages until end 2023
- building stage until end 2025
As with every single other aim company in this sector I would expect those timeliness to extend slightly.
"Titanium dioxide
The titanium dioxide market is running steadily, and the overall market has not changed much. As of now, the ex-factory price of China’s rutile titanium dioxide including tax is 19,800-21,500 yuan/ton(3120 to 3400USD/MT), and the ex-factory price of anatase titanium dioxide is 18,500-19,500 yuan/ton(2920USD to 3080USD/MT). The price of raw and auxiliary materials is high, the cost of titanium dioxide is still high, the pressure on enterprises is high, and the price of titanium dioxide is temporarily stable; the domestic market demand is weak, the downstream enterprises maintain rigid demand, and the transaction of new orders in the market is deserted; the current market transportation is still limited, and some manufacturers have high inventories , manufacturers reduce load production, individual enterprises are in a state of shutdown, and the titanium dioxide market is under-operated. The demand in the international market remains good, and the support for domestic titanium dioxide enterprises is strong. In addition, due to the impact of high-level raw materials, it is expected that the titanium dioxide market will maintain stable operation in the short term."
The rutile price used in December scoping study was $1346/t
https://tio2.info/2022/04/11/Market-overview-on-the-first-week-of-April-1st-7th-April/
£15 - 20m to cover this revised scoping study and I'd think a (hope rapid) feasibility study beyond that?
So how much do you guys SVML are looking to raise? I assume we're talking placing.
They're on record saying they'd require $330m to bring to production (2026), but you can add to that given inflation (you can add it to every project everywhere) but how much I don't know.
I mean the market told us this was coming with the recent fall off in price but I'm wondering how big a capital raise this is going to be.
ASX suspension, funding.
Revised scoping to come incorporating recent x3 resource. Spot rutile goes at 2300/t.
Work streams to assess the large flake graphite for battery use.
Quiet giant in the making here.
GLA.
And plenty of sells today. Is the spread too tight on this for lse to know what’s going on?
Either this has hit big with private investors or we are going to get a notification of major holdings soon. Plenty of sizeable buys coming in.
Todays Easter Monday Sunday Roast is a round table with Sovereign, Blencowe and Capital Metals focusing on rutile and graphite. Highly recommended listen to this group discussion which lasts about 45mins from which I have learnt a lot. I am invested in all three miners and will continue to add to my holdings particularly with SVML. Very exciting times!
A very exciting stock. I’ve listened to several recent podcasts on SVML but think this was the best. I’m in this for the long term and will add to my position as time goes on. Happy to lock this away in the bottom drawer for 2-3 years. I’ll be very surprised if this isn’t taken out by a major before then. All the best and happy Easter.