RE: 1% in-situ post MRE23 Sep 2025 14:40
Hi BigK,
Learning everyday, and had to research 'recognotion'. Glad I did.
Ran a load of data including the presentation through AI, too much info etc was input to summarise (I know it is only as useful as the info it has). However, whilst your post is a bullish assessment, the results, summarised below, were promising to say the least. Thanks.
momentum (Slide 12).
Upside Potential: Could stretch to ~£7–£7.50 (closer to bull case) if MRE surprises (e.g., >4 Bt or >6% grade) or a strategic partner (e.g., Chinese/US pigment buyer) emerges, pushing recognition to ~1.5%.
Downside Risk: Drops to ~£2–£3 if MRE underwhelms, TiO₂ prices fall below £2,000/t, or metallurgy hits snags (e.g., high impurities).