Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
For me PHE gives more long term potential. HUI currently have 3 exclusive license areas and worldwide rights (except UK) on a one off basis, these other areas could eventually be exclusive to other companies. I also wonder how large scale rollout will be possible when the Just Transition Fund or other grants end, assuming HUI are successful with that of course.
Swazers, you must have known when posting that chart that you’d be criticised for it.
I’ve thought for a while that a collaboration with Linde and the Protos financial close could propel us into the high teens, maybe even into the low 20’S but that was difficult for me to believe my own thoughts so I’m not surprised to see this chart.
You clearly believe in what you’re doing and deserve some praise for having the balls to call it.
Comment from Toyota Tsusho Corporation RNS dated 26/11/18
Mr. Takashi Torigoe, General Manager, Chemical Business Development stated:
"We have been reviewing Power House Energy's DMG technology over the last few months and take great interest in it. We are excited and looking forward to a potential partnership in Japan and possibly worldwide."
Although the delay is frustrating, it’s got to be a good sign that they’re still in discussions after 5 months? Shows that both sides are keen for a deal. Maybe just caught up in legal.
Could be a good year end if Ox can be sorted in September with positive results on 002 and 004 in Q4.
To put it in perspective, as of 17/9/18 Pilbara had a confirmed resource of 108.2mt and an estimated resource of 226mt.
If we can confirm 140mt to 160mt with the DFS and attract a JV partner to build a mine we’re then in a very good position to expand the confirmed resource with more drilling, possibly even have a second mine!
Page 11
The Company intends to refine the DMG process, specifically in improving hydrogen production and the Directors are confident that, once in operation a DMG application will be capable of
3 tonnes per day of hydrogen production.
I don’t understand the logic against starting production at RHA at all. If it’s at no cost to PREM and can make $2m per year I can’t see any negatives, it’ll be good to get some revenue to pay the bills!
All the talk about GR concentrating on one project at a time? It’s not as if he’ll be operating a drill rig and mining himself.