There are 3 options presented to APA for various designs. Once acknowledged - Sav will detail that for dfs. I’d imagine everything else is far down the line but it will need to be specific as it’s a bankable study. As a side note... the price climbs week on week and that study will look much nicer. Much more to be excited about in near term :)
Malik. It’s hard to imagine if it’s currently valued at all. It’s very strange really as everything is there. Massive jorc resource already drilled (with massive upside), Offtake signed and agreed. Big reputable partner to share the funding burden with. Mining licenses in the bag. To even get in on this project was pretty unbelievable. It’s a project that speaks for itself, even to financiers (you’d imagine)... Strangely not investors. Take a look at bluejay as a peer. Valuation of mutamba is wayyyyy off imo
It would be dull not to :) I’m sure galp wouldn’t be lining up raw materials to process to give to nobody. .. moz strategic plan must be due in near term ‘to realise value from that project’ - very much a sleeping giant that one
There’s still a few dots to make this clear to the outside investor imo. I think definitive announcement between galp and northvolt will massively help. Any coverage on this deal would be welcome as it’s a company making deal
On a side note. David has had a fair share of a kicking on these boards. Some possibly justified. Mostly not...we have 2 projects now with 2 major players in a time where no stone is left in turned. Ultimately, It does solidify the quality of management here
Wow. Great day for Sav! There’s been plenty of speculation with galps negotiations over last few weeks, I don’t think we could’ve hoped for a better friend :) ... upto 100,000 is a big number too and 10% at project level is shrewd by the team too. A big friend. A tidy lumper to keep wolves at bay. A great day!
Shareholders have suffered with license delays which have moved projects back. Make no mistake, the be all - is the fact the license is received. You don’t get them for free and a lot of work goes into it. Who knows, this and moz license within quick timescales and Portugal moving at a much quicker pace... this could gather momentum pretty quick. In meantime let’s get above 4.5 again :) + :(