RE: New tweet5 Mar 2026 12:56
‘And so PDAC ends, just as the weather and jet lag is starting to improve. Sore feet, sore back and sore head from pounding the corridors, but productive.
Unsurprisingly a lot of interest from various parties waving cheque books wanting to fund Pepas, for reasons already discussed - it's real, it's near term, it's low cost, it's high grade, it's reasonably simple, it's low risk, and it can produce a product that off takers want.
It has been an educational few days in the art of mineral economics - if you can't fund it, you can't build it.’
The benefits of a top quality asset, with extremely low capex.