Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think we can guess which way the market will be heading tomorrow, although gold should continue its upward trajectory.
In the US, Biden has just reinforced the mutual defence treaty with the Philippines and Japan, as both countries face increasing threats from China.
I can't recall a more unsettled and dangerous time in my lifetime. Forget the Cold War, this is of a different magnitude.
Q, we have differing opinions about the production argument and there's no point going over them again. However, I will challenge you on one point. You say we could raise the money in 'a few days'; nothing could be further from the truth.
To raise the sums involved here, set against the backdrop we face, is a hugely complex operation, takes a very long time and is very far from being an easy task.
You've always maintained raising such huge sums is a walk in the park; it most certainly is not and, in my opinion is one of the reasons we will not be taking this into production on our own.
That must have been an awful experience and by all accounts it's the dodgiest place in the country, but my point is, as I suspect you know, most people are going about their daily lives in exactly the same way as Mexicans do in their country. Our in-country contributor Darren, is not cowering behind the closed doors of his house and neither is SC. And quite clearly it hasn't affected the investment decisions of either Barrick or Hanc0ck.
As you've pointed out, it's all about perspective.
SH, clearly something is 'brewing', unless SC is sitting on his ar5e staring out of his window wondering whether he should wear his pink or lime shorts for his weekend game of golf.
We need cash and he's putting something together. At least I hope he is!
SH, in one of those tedious environmental discussions you had with 1984, you told us you have four electric vans. In fact you went so far as to explain your leasing costs. You're a bit young to be experiencing memory issues.