Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Actually I think the gold price is pretty cooked now. Maybe 100 dollars more then it should retest. It's only backtesting previously broken trendline. Then back to 1400.
Metals are terribly difficult and costly for explorers.
https://ibb.co/YWj4Hmq
PLUS the value of our products are going up every year. He doesn't want to peak too soon. V clever what he's doing tbh. Ok enough from me for a bit. Enough to digest there.
Btw, ALL the companies (and I've many more to post) took a while to get going with the exception of Kirkland who took first deal offered which fair enough.
From sources on Nevada ground I believe the CMRC was massive but PC wanted an even better deal. These discussions and goodwill trials take time, not only to sample but to build rapport. At end of the day he also wants folk he can work with. I have been absolutely sick of the lack of knowledge and research on this board for ages and these lot shouldn't be investing in something they don't understand. It takes time to get going, it takes waiting on many trials and discussions and PC is on it believe me!
Always welcome Lovejoy. Ever see this one? https://www.nasdaq.com/press-release/pozzolans-from-mine-waste-to-decarbonize-concrete-2022-11-08
https://www.stcloudmining.com/markets-applications/specialty-applications/cement-pozzolan/
These companies ain't in it for pittance and and nor are we, hence Patrick's reluctance with the former CMRC. He knows what we are worth and so do I.
Eventually got going. We will too.
https://rioblancodevelopment.com/standards/
Brand new website. Looks good.
https://kirklandmining.com/about-pozzolan.html
Surprised Dubs not in again but maybe he is...
Ice, you know where to find me and youre always welcome like Rodster and a couple others to know out points if they help at all mate. I ain't infallible but do know techs not bad. Did you get your average down a bit? Wasn't too bad if I remember rightly? I'm hoping Sam will come back in. I feel for him, he stuck it into RMM I think.
Below you will clearly see the massive move towards these industrials and likely scenarios by 2027
https://www.transparencymarketresearch.com/pozzolan-market.html
A couple of linksToday 12:54
For folks who don't know or understand what we actually do have. The CS project is massive and we have Hazen and New Perl in addition
https://www.boral.com.au/products/cement-and-lime/bulk-cement-fly-ash-and-****/fly-ash/medium-grade-fly-ash
https://www.afr.com/companies/infrastructure/boral-cements-us-1b-exit-as-green-concrete-group-eyes-expansion-20220211-p59vo3
As mentioned the process of decarbonising will ramp up and is. We are on the big list and we will be a major player.
Unfortunately a sour grape holder cluttering the board.
So we have a major pozzolan meetup v shortly as per link below and reposting this as well. Interestingly Nevada Cement had a cracking years revenue with pozz of over 26milliom
"It can't get much lower". Youve answered your own quandary and yet folk will wait until the news and sp is considerably higher, now solve that for a definition of madness ;)
Aviator called the top to the decimal Sir.
Looks like another little buy just gone through. I wonder who is quietly accumulating?? :)
Terrapin, just like you didn't listen when the top was called you won't when bottom is am quite confident. Horse to water an all that.
Ramping would be stating crazy figures, but only I know what figures I'm happy with and they won't be stated. However you can be assured it will be multiples from this level ;)
I know, it's a bargain. As Jeremy Grantham says it's getting into these kind of green stocks now the key. He transition will take a little time of course but this is going to be a massive sector. As you see the demand is slowly but steadily increasing. I am building my holding up to just below 3% just like aviator had once. I love it.
For folks who don't know or understand what we actually do have. The CS project is massive and we have Hazen and New Perl in addition
https://www.boral.com.au/products/cement-and-lime/bulk-cement-fly-ash-and-****/fly-ash/medium-grade-fly-ash
https://www.afr.com/companies/infrastructure/boral-cements-us-1b-exit-as-green-concrete-group-eyes-expansion-20220211-p59vo3
As mentioned the process of decarbonising will ramp up and is. We are on the big list and we will be a major player.
I don't think I can post the download link here but am sure folk can find it
"Boral Resources will excavate and grind natural pozzolan in a
facility to be constructed on KMC private lands. Production
is expected to ramp up to approximately 500,000 tons
per year in accordance with the approved mining and
reclamation plan for supplying markets surrounding Phoenix;
Las Vegas, Nevada; and Southern California."
"WHY NOW? For the past several decades, fly ash produced by coal-burning
power plants has been the dominant pozzolan used in concrete
production. But as these power plants close in response
to environmental consideration and competition from other
energy sources, demand for pozzolans from other sectors is
increasing rapidly. The Kirkland high-quality natural pozzolan
may be used as a direct substitute for fly ash."
Industrials although been slow will be fine, Safe. Metals, forget about them imo as v costly to develop. Shelving them for sale I also think probably v difficult.
All about industrials here now.