Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
wont be for long with atherly running the show
https://spongeshare.com/research/alkemy-capital-research-note/
https://spongeshare.com/2022/03/15/amte-power-on-the-road-to-a-potential-600m-annual-cell-pipeline/
https://twitter.com/GoldstoneRes/status/1481582566637457408?s=20
think the have stumbled upon one of the largest #lithium deposits on the planet !
About 6.5 min in
https://www.miningweekly.com/article/things-are-very-rosy-in-the-world-of-afritin-anthony-viljoen-2021-07-15/rep_id:3650
https://spongeshare.com/2021/07/31/tlou-energy-adds-hydrogen-into-the-mix/
any day now CEO said 3-6 months 3 months ago - lab results pending
https://spongeshare.com/2021/07/01/afritin-could-the-lithium-trump-the-tin/
yes the lithium could really could be the trump card - tin still flying too 2k tonnes stock in LME
https://spongeshare.com/research/mode-global-plc-research-note/
Here is the direct Youtube link - lots to look forward to this year
https://youtu.be/E3kMzLV_JeE
Cheapest Goldy in the UK !
Following the recent 257% resource increase I’d say the company will be able to produce 30koz+ pa
At $1k margin at todays gold a tidy $30m EBITDA pa
We will get an updated DEP which should confirm the targeted production but this should materially increase the already incredible 382% IRR
I would expect the JORC to increase to closer 1moz too given the historic drill results that were not included in the original 600koz resource plus the additional 257% increase to add
Homase though has much larger exploration scope so we can expect to see this resource organically grow and I should imagine production increases along with it
Then there is the 24g/t Akrokeri mine to open up
A true mid-tier gold mining company in the making
£30m Cap today for all of that ? serious re-rerate to come here and II personally think this should be trading nearer 30p area
https://spongeshare.com/2020/11/14/goldstone-drilling-rewards-with-a-247-resource-increase/
https://spongeshare.com/2021/01/20/armadale-confirm-battery-grade-graphite/
https://spongeshare.com/research/goldstone-resources-research-note/
Sponge Blog on Afritin
https://spongeshare.com/2021/01/26/afritin-mining-research-note-a-pure-play-tin-mining-investment-opportunity/