Member Info for Dustyslay

Cev,

It was late his reply so to not sound rude I done my best to explain our conversation whilst it was still in my mind.

Is it necessary to pluck out a single sentence from our conversation and nit pick?

It doesn't make you come off well, your sounding like a real jerk lately

If you bought higher than needed and are simply sulking do it on your own time

It may actually be a case of we sell our early feedstock for end products for sale itself buy at there costs of processing them.

Ours is believed to be a simple cost effective extraction from the ground area that will pave the way for future revenue and fund of further operations and on site planning.

All theories and conjecture at this point of course

I don't think we are part of the Enneabba project itself, but we are located and mentioned often in both illuka and enterprise metals briefings and plans on them.

I can't see us all being competing for same space, as Illuka does titanium feedstock, and enterprise have certain locations under review with the idea they may have similar weathering system but the general consensus is ours, covering the ancient shore line is the most significant, I'd assume Australia offering 1.25 billion for a refinery next door to it, there expecting at least some to be passing through the doors from us

Well that's my point, once demonstration plant is up and running, the potential to stock pile rutile feedstock for pigmentation is there.

Illuka has been given 1.25 billion to build a state of the art refinery for both types of refinery and will have the capability to produce end product pigment-quality.

It seems only logical to have some thoughts onto wether The Eneabba project enlisted of Illuka, empire and enterprise metals who also have a jv with century in the surrounding area are part of project soon to be fully funded by the government.

With illuka refinery, empire feedstock and enterprise I'll post after this once I get up the Eneabba project thing I was reading.

Illuka certainly are open to third party feedstock aa mentioned on website.

So in the intermediate it's only a theory

Oh I'm not wavering, I still feel there is promise here over longer, so debating an adequate way of capitalising these tough periods, opportunity to lie sub 10p isn't a bad option

You don't need to tell me about the mineral I've been here long enough for that.

But to refer to your post. RNS

The final product from the leaching stage is expected to have a very high TiO? concentration, approaching the same content as natural rutile (>95%), which would make it a highly desirable feedstock for a titanium dioxide pigment producer.

To which we are not a producer

· Based on Q4 2023 rutile market supply and demand forecasts the price range for rutile is in the order of US$1,880/t to US$2,180/t, reflecting a tightening of the supply chain despite increasing demand over the next decade.

To which we have in valuable feedstock earlier than anticipated, will need storage

· Additional opportunity has been identified to further refine the TiO2 product and make a very high value pigment-quality product on-site for sale directly to end users for use in the manufacture of paints and coatings, plastics and paper.

Will require adequate funding similar to illuka

It says, or even a supplier if the pigment itself so lot of work to get to that stage, so plenty if feedstock potentially lying around, marketable and illuka do buy third party feedstock. Keeps the lights on mate

That's all you have to say, that you believe Illuka will bare no reference, offer no expertise or have any connection or need and just be direct competition next door. I'm not going to disagree, if that's what you think is case then that's fine.

Than your seemingly dismissive response

Https://www.iluka.com/products-markets/rare-earth-products/

Do you see us being as big as these guys? Competition? Collaboration? Expertise? Short period third party supplier? It's a worthy theory so surmise

I care less about the plant now and 2025 Q1 Andy, I'll bet a few have seen enough and certainly heard enough, as that sentence from AGEOS, that you have currently read in your getting up to speed I've read a while ago. I took a lot lot more from other things he said, to be looking further. 4, 5 years.

I'm very young as investor, I'm happy to hold so I'm trying to get a better understanding of the whole project and existing areas, company's, projects, benefits etc so I come here for that at times.

Have I offended you in some way?

*piece material

Yes I understand that our demonstration plant will be low energy intensity for processing the upper part of the weathered systems and minerals showcased, so the refinery is not required for such.

But we are talking about a minor part of the project area, so as long run suggests, and deeper more bedrock based minerals going to be present, discounting the potential for original expedition for copper, and illuka being highly collaborative would there be a situation a refinery of such in the medium term beneficial.

I'm not sure if the Eneabba project is solely a enterprise metals venture or part of a larger project us included so suggestions of government grants is high in liking.

I'm not an expert, I like any price material from an industry I'm in the early stages of understanding and using to words thoughts and theories and saying conjecture to offer debate as such.

Obviously rudness and chest bumping always prevails.

Happy to have your time

Wouldn't it have just been better for you to be doing this with your time here than bothering people with wether or not we landed on the moon?

Complete utter waste of peoples times, when this is far more useful and adequate reading material isn't it?

You done yourself well, your not as dense as we was led to believe, just a rude individual at times.

I've actually recommended your last 5 posts, coz I'm nice like that.

Thanks, the non office manager

Red, 15 lives,

I can sense when his posts get recommended and yours do not it must be confusing, but it's easy to imagine why.

Your goal and attempt at bringing him to bear responsibility for his posts, perhaps at an earlier junction you have invested on such, isnt a bad one, it's just long and drawn out. With clearly no end in sight, so in the absence of anything new to report on, we have you 2 in one corner, castle in the next and yours is same message over, so it becomes probably unfun for many, and castle, well even tho his posts are nothing company related at all, those one liners can amuse you on a dreary day.

I've not recommended any, but the guy doesn't half make me chuckle!!!

That banana emoji, instead of a clown, yes it brought a rye smile to yet another long are argument

Well I mentioned my potential strategy on a continuation on the previous one when dropping to 5p, the risk my strategy now involves, and conveyed for thoughts on confidence his 9p target being met, it's like 3p away, right circumstances that hits it fast.

Your reply, not touching anything with burrows.

Thanks, it seemed helpful

I seen you ask lluka who after Ageos post. I think looking into it and the surrounding operations in the ficinity of Pitfeild will be beneficial to you.

Illuka has recently recieved (this is away from my notes number) 1.2 billion grant to build a state of the art refinery. Located next to Pitfield and other surrounding mining operations. I see them, and the other company's as being part of a larger operation that I feel will be backed by the Australian government although this is conjecture and how I surmise the whole geological area.

Pitfield alone isn't the only operation in the area, and it may not be the only one with similar weather factored mineral similar to our composition. But I don't see it as direct competition, more a collaboration of company's in an area of importance to the government and proof of the funding for refinery.

I'm not in the belief empire will solely be bringing Titanium to the market alone, but will be substantial enough to play an integral part of a critical mineral list compiled by Western nations and others dominated by Russia and China.

The plant being discussed has been given suggestion that funding has already been met for this, as its a demonstration and I believe in the sole purpose of acquiring said government grants.

The jorc has detailed these avenues in full and declarations of such investigations into such.

Illuka will be hugely important to us in the long run, as we will perhaps become a supplier I'm large high grade quantities to a refinery ready to facilitate critical minerals to nations that require.

Obviously these are my theories and thoughts, brought upon by reading and studying. Helped massively with input by fellow members, and some lesser understandings of the Mineralogical nature by AGEOS, guy knows his minerals.

I carefully listened to his post yesterday, to the realisation my 3000 posts are not needed here, when simply 1 from him with my presence not requested will suffice.

Manlord and AGEOS have the scope to carry this on, and prospector I'd he shall ever return has been a great help

Thanks all for your patience

Look, I'm not into the sat round complaining bit. It is a bitter trait, I can be bitter about him for sure but that isn't going to solve anything for me personally.

If I was, then I'm no better than the guys who enter these forums daily complaing, arguing and running down their investment at tough junctures.

I choose to look forward, and that is my plan so your comment about strategy or what to expect going forward isn't useful to me either

Well bitter and twisted isn't really an option or an investment strategy I use, it is what it is, and what do we do now, is a strategy I like

I'm unsure on my next move really, having moved my avg to 12p at the placing at 5p last, from 32p movements north decrease my loss significantly to which its a pleasant sight. To which I was looking at the cirpp decision bringing perhaps more positive movements.

Now I'm at a cross roads, with Burrows set a minimum target of 9p a share on his last incentive offering, and the sp lowering to 50% down on avg, the temptation to bring it down further, to his 9p target is obviously weighed up on the fact its risk, and potential decrease.

How confident do we feel hitting 9p, they seem to be but what placing if it comes do we see? 5p? Etc

Burrows is staying, we can moan about it all we like, or plan a strategy that returns as much capital as possible, in a reasonable plan of strategy

No, you have not encouraged me to do anything that's not how I invest, although I have once bought at a sp price not reflective of my own thoughts in the past, that was simply down to confidence in an individual than an encouragement. One I simply wouldn't do again, I still have the remaining 20% left, and giving the right information and progress investing isn't out the idea, if thongs come together and long term clarity and confidence return, buy in prices are not really a concern. I'm not interested in short term movements, but obviously a starting position helps when risk is evident.