Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Fair play to you Joe. I'm experiencing a mix of frustration, tempered with a solid gut feeling that we are on to a real solid winner here.
I'm prepared to sit tight for a good while yet, I'd love to know if we have anything more than Shell have already discovered, and what lies ahead in the next 12 months.
Just watched the video clip provided earlier. The TL Govt have fairly thrown the gauntlet down to Woodside, put up or shut up.
Their asset is in huge demand giving the recent political turmoil and energy crisis, and I think they will get what they want, one way or another.
Could be the calm before the storm Davies. Id imagine there is very little they can say at the moment, particularily if there are behind the scene negotiations with various other 3rd parties.
In some ways, it can be worse if there are premature leaks from discussions with other parties, creates mistrust for both, the other side and within your own team.
Reading between the lines from the agm, ( i wasnt there, but going from agm report, and updates from Eddie and Shouston), im beginning to think that the studies that Shell recorded in Churditch might be a touch conservative.
Im guessing the initial 3d results are more positive than initially thought. I can still see me holding in 12-18 months time, im here for the long haul.