Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I think some of the previous presentations actually gave us more information (and were then mysteriously withdrawn/removed without comment). Seems the shackles of our partnership will continue to weigh on this for some time. Can’t really see much that can be taken as an advantage as yet, but hopefully that will change. This time next year rodders etc..
DL has always been the anti-Midas touch on anything I’ve invested in.
Hopefully this will come good soonish though - all the interviews are very definite on getting through to producing battery grade material, but I’m sure there’s a lot of folk out there hoping we get put out of our misery (bought out) long before that..
Whilst it's great to have a new presentation, it's not so great to see that 9 of the 13 'catalysts to drive shareholder wealth' have done exactly the opposite, and the remaining 4 have been touted as just around the corner for many many years. It would be good to get an honest idea of what's going on at some point, preferably this side of another new year..
fair bit of interest into the close, and pipping over half a mil traded. Bodes well for the rest of the week (and year?). Just hope we're not being too restricted by our partner, but the fact that the company is speaking very confidently of timescales for finance and construction outside of any DFS delays is as good as it's sounded for many years
Two things leap out from this in terms of offtakes.
1 - he doesn’t say ‘potential’ before off take partners
2 - ‘long-term’
Great news, and it very much sounds like there’s a lot already agreed. It would be nice to be told properly at some point soon though