focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Thank you Broxburn 68 for sharing your research. I agree that the share price reflects current risks and we should expect some time slippage with a mine of this type. I think we will have to wait until summer holidays are over for any further movement
Thank you for the response. It seems that with the recent supply reductions the market is now in balance if you take all the secondary supply in to consideration. With new demand coming on stream we should start to see increases in the spot price. Does anyone know if the current stock piles are average based on the current demand or are they excessive?