Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Morning.. that’s the spirit dornod.. I do hope that KB has ordered a couple of generators to hook up to the Swedish market for when this kick off - given, some previous.. Set the first one to kick in at say, 23p then both kick in at around 83p.. :) atb
Evening.. Takayama, Don’t worry, the Sami are not stupid, they know who has the muscle to butter their bread re many issues for years to come, and it isn’t the Green Party.. The consequences for not playing ball with the powers is, you don’t get to play again.. Everyone involved will have made/make compromise.. We all have to, each and every day.. Imo atb……
We have no idea at this time – too many known and unknown factors! Those best equipped to place ‘their’ values on Kallak(s) have already done so.. There are many, many deal – types under the heading of JV. The deal – type is crucial to determine values going forward.. When we are awarded the concession, and hopefully with no unwarranted restrictions, BEM will be in a position to influence, if not dictate the type of deal that KB wants – right for Kallak.. Also, the ongoing progress in Finland will I should imagine, shape much of KB’s thinking in respect of everything re Kallak(s).. The concession will provide BEM with options, Super high – grade iron, and low impurities will further provide BEM with the numbers (in the driving seat).. Bang! Lol.. Imo only.. atb……..
Afternoon.. rickmeister, in terms of iron ore grades and impurities, if we could take the best 100M/T from each of those Nations that you listed, and could then measure them against Kallak’s best 100M/T, Kallak would record very well.. That’s what we are dealing with here.. Nine years almost to measure any impact on the Environment/other in a Nation that has strict Environmental laws? – Please! That’s an insult! Ronald Reagan said something like, “Government isn’t the solution to our problem(s), Government is our problem” .... I’m with him, on Kallak… It’s the market that should decide on who is involved in any future mine at Kallak.. Concession first! Just an opinion.. only atb……..
Anyone else who want to kick us all in the teeth whilst it’s happy hour….We have the objectors, who on2/3 occasions with BS claims have put the lid on a 12p sp, so we don’t get to see its potential whilst we still have risk, these same have a working relationship with both the Dems and state miners – evidently!... Perhaps we all could help out and post our sell price, say 14P FFS. atb..
Evening.. Baylan’s MO I see.. Of course he is… Thor has the ‘stop’ watch.. Thor has a job to do – to tackle Swedish mining for the Democrats before the election.. The “We love mines” comment came immediately following KB and other CEO’s went on camera to measure Swedish mining – most unwelcome for the Dems.. Possibly more of the same? Not only, Thor knows that KB is safe, as he has the backing from PI’s, because of his integrity, and anyone who thinks that hasn’t been tested would be a little naive.. Baylan has spent Thor’s ammo.. Nothing to be gained by delaying after February (a chance of a challenge).. Concession first! Imo only.. atb………….
Morning.. Suzy2, yes, concession first! AND, one without any unwarranted small print attributed to UNESCO’s input.. Any trust in the powers would without question deliver only, what was warranted/fitting for Kallak with no other consideration, has long gone with me I’m afraid.. You know Suzy2, there is also the question of ‘prestige’ with Kallak for some, and with no consensus on how to value ($) that, I think then a BEM team of pro’s would know exactly how to exploit that to its maximum with the many options of deal types available, should anyone come calling that is.. I do think that we are in very good hands with (KB).. Exciting??? Wow! Imo only.. atb……
Morning.. lbjj, The Democrats wanted their ideal re Kallak – bin the CEO and screw the investor! Their weasel words now, and hopefully a good concession, is all damage limitation! The timing of the JV, couldn’t have been better, in any hard talk with the Swedish powers imo… The negative comments re Kallak coming from the Greens now, is only to hold on to their 3/4% core voter! Concession first! Imo only.. atb………….
Evening.. yes Suzy2/EricDraven.. “Lights on”? Clearly, with the two phases in Finland the aim is to get into production, and generate income asap? This could provide KB with options re any financing/borrowings for the first phase re any Kallak mine.. His plan? Importantly,, this very option should provide KB with huge leverage in any negotiations re any potential Kallak partner, and that’s a positive for investors.. Don’t you just love mm’s gymnastics – apples from the barrel is one consideration, the apples now being higher on the tree is another! Imo only.. atb….
Evening.. Elections next year could be very interesting, now Olaf Scholz of Germany has said that he would like the EU to go full monty, and become a federal state! The Sweden Democrat’s may well offer a referendum on continued EU membership, would other parties follow? atb…..
Evening.. TFE, yes, still here watching the Davos puppets pushing the Green transition, whilst delaying a decision on arguably the cleanest iron ore deposit in the world – a farce!.. Many are thinking, that after 8+ years, the delays are an attempt to drive a wedge between PI’s and the CEO, to get change.. The difficulties for the Democrats with those watching closely now is, proof of that is not needed! Imo only.. atb………
Evening.. FF23, I think that any action taken for compensation would be the wrong move at this time, imo.. Why? In their defence, the Government would then be given a platform to spin just how difficult this process has been (The applicant, not willing to engage with the objectors in 2013/14 ( CSP, “What locals”), the unforeseen situation re Norra Karr ruling, when BEM’s CEO requested that the application should be returned to the Government, UNESCO? ) And more poisonous porkies coming from Baylan, than a wuhan meat market, all spun by The MSM nationally, who are as one, with the Dems.. If the Dems want to go into an election being pro Green - mining, then they need to be pro Kallak!
No, this process has been political, and the Government has looked very dishonest in its handling of the application, and the heat is now on from others - that must remain the case, to ‘pressure’a decision being made BEFORE an election! This is politics, and Baylan has not delivered for anyone! Moreover, if we take action for compensation, the Government would then know, that BEM would not be taking further legal action before the election.. own goal? I think that we should not underestimate BEM’s legal team, when they consider the available options open to them, in respect of the KU report.. That said, I do like the idea of compensation, it sure is fitting, and the KU report would deliver imo.. Imo only atb………..
Morning..AndyDF, spot on!!! "concession first" ....... The thrust of the arguments against any mine at Kallak, have been successfully addressed by the Environmental court/permits at other permitted mine sites... The right move by KB now is, no move! With another delay from Baylan, he has now confirmed that, it was never a matter for UNESCO - should this, one day go legal.. Imo only atb......
Afternoon.. Unclemal, don’t die yet, KB is in the driving seat… Minister Baylan didn’t take the trouble to involve UNESCO without reason! The problem could be, how will the ministry use it, after KB told’em to shove it, before UNESCO’s comments were made… We won’t be told much, because Baylan (total outhouse) doesn’t record much (KU report).. Imo only atb….
If you have the time, and if Baylan hasn’t stolen your spirit.... It’s a comprehensive take, and quite recent in the context of WHS Laponia (1996) and BEM’s submitted proposals (2013)..
Some way down you can find…. ‘Sami interests and stakeholder’s interests outside Laponia’…. Outside!!!
BEM’s statement (“It’s not a matter for UNESCO”) should resonate with others…
https://www.cambridge.org/core/journals/polar-record/article/contrasting-views-on-comanagement-of-indigenous-natural-and-cultural-heritage-case-of-laponia-world-heritage-site-sweden/91A01DB0E1915D5CA3E0BC7FD7623DC0
atb…..