Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Not trying to get in a row with you Tamer, but the fact is the sp is in the toilet, around all time low. The " buying" you are wanging on about has changed nothing - sp still in toilet.
Understanding the big picture - see that same trope on a lot of other shares, often with the same situation of a lack of realism amongst the congregation and an sp that " criminal" and mcaps that should be so much higher as their assets/product/innovation or IP is just so compelling
But they aren't.
Happy clapping changes nothing.
Yes the prospects have potential, but there needs to be a lot of things that line up just right.
The BOD need to play a blinder, which they may well do, but let's be honest - the sp is where it is.
Agreed TS, the potential keeps growing with Lolworth - almost feels like everytime they pick up a rock they find something new (eg neodymium).
Surprised this is only +3.9%
Drilling from hurricane, i hope, will be the catalyst near term.
Long term, the sky could really be the limit with Lolworth.
Be honest widglide, you don't actually know anything, you're just hacked off because you're down. You don't add any value in terms of discussion, or have any kind of technical insight.
Just bile and whingeing.
Back on filter for you.
Don't get me wrong, i think long term this will finally go places, especially if QL has significant REEs.
I just think we are looking at well into next year, maybe Q2-3 before there's enough proved up and importantly, enough credibility restored, to build the SP to where it could/ should be given the assets.
This is obviously from a VLTH perspective and depends on what profit margin works for you...
The challenge at the moment is that there are no real results - by this I mean tangible drilling results.
Until we get those, it's very unlikely they'll be any kind of sustainable increase. I'm not being bearish here, I'm a fan but also a realist.
The market just doesn't seem to get engaged with rock chip results, not in any meaningful way. Yes, i expect a transitory bump when the next ones come in, but sans drilling it'll drift back down like it has every single time in ECR's history to date.
I believe this will come good, I also believe that it will only be drilling results, good ones at that, that will get us there ( notwithstanding a leftfield JV etc)
From AJ's interview, QL was a drill plan / targets agreed in Jan?
So, Hurricane drilling is the real inflection point for me - when are we expecting the drill on-site?