If you would like to ask our webinar guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund a question please submit them here.
At the risk of being labeled a FUD merchant, I do worry that so much momentum has been lost that even these news events will just see a quick rise followed by heavy selling. No matter how good the news. Alway happy to have my fears allayed though!
I tend to agree Silvermaple. Needs some actual news. Not just a recap of past events. MDA, off take agreements and recycling plants commissioning are game changers... but when will they arrive? Waiting game has been tedious for a long time
Yea it's been removed. Not sure why .
https://twitter.com/glr_1990/status/1682467002848247811?t=GlLJCj91DBUbN75_FoZstQ&s=19
As a side note, I was re-watching the recent presentation again and noticed some fine print on one of the slides.
On the slide at 14.45 they have written at the bottom:
"Under the mines and minerals act of Malawi, the government of Malawi is entitled to a 10% free carried interest in the songwe project".
Is this standard, and am I late to the party on this? Seems a bit random to put that as the only piece of fine print on the slide.
Out of interest, would the DFS NPV of $559million USD is significantly impacted by the 40% drop in Neodymium price since the start of the year?
The DFS was released when the market price for Neodymium was over double what it is now.
I assume they use a 5 year average Neodymium price (or other method) to calculate the NPV of songwe?
Any thoughts on this or Neodymium price outlook?
I may have missed it before, but I found it incredibly positive to see actual finished sample NdFeB magnets that had been produced at the UoB pilot plant.
Everything is lining up very nicely and although they've been too quiet for my liking, they are definitely doing the footwork in the background