Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
There is nervousness in the market about Ghana Investment Fund and what it could mean for the future. ALL production is very far away and lot could go wrong before production. For a bird in hand , one could look at Albemarle, SQM, Pilbara, Allkem to name a few. For near term production one can look at Lithium Americas , whose project in Argentina should be in production by year end
Yes. They definitely have an interest. It’s a double edge sword. A govt stake could oil the wheels for all the permits etc question is at what price? Ghana economy is in terrible shape at the moment. Just downgraded by rating agencies
It’s not exciting at all. Many are severely under water as a result of over enthusiastic hype by a number of commentators when the shares were at around 20p level. Most will have to wait many years to get their money back let alone make a decent profit.
2025 is a long way away and therein lies the problem