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Compelling coverage spelling out the future of iron ore, yet not many PI’s can see the value of Zanaga.
Crazily misunderstood and significantly undervalued.
That’s about to change in the coming days, weeks and months ahead.
All good stuff chaps. I think there will be lots of conjecture till we know for certain what the plan is.
What we do know is that a growing number of companies/ countries are looking to replace their lower grade supply to a higher grade product. This falls perfectly into the Zanaga project timelines.
It’s going to be an interesting few weeks and months ahead that’s for sure.
Thanks MM, great insight to the current situation.
I presume this would take Saudi and the wider Middle East out of the picture for now? Maybe why we’ve not had any port confirmation?
Great post MM
Imagine spending all that money on Simandou and it not being DRI grade!!
Zanaga seems like a no brainer!!
Great article MM.
As you say the brakes will come off as soon as Zanaga has been referenced in one of these articles.
Might be too late for the average private investor to get in as it may be all done and dusted shortly 🤞
They’ve had ample time to do that over the last few years. Since the reworking of ownership our low has been 3.8p and we’ve been in this 7p-10p band for months.
I for one am not selling till we at least see some proper numbers on the SP. The listing price of £1.56 is a good starting point.
Two conferences starting this week which could prove a source of news.
https://miningindaba.com/home
https://www.pif.gov.sa/en/pages/events.aspx
7 full weeks left of Q1. ⏰