Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
MM did you talk to both of them or on email? your general feeling?
I also dont recall this in the past. the guy posting has been in his role in ministry in mozambique since 2022, so if it is his own article this could be recent. wonder if there is already someone on board.....
Did anyone hear about mitsubishi investing in the past in zanaga? #3 in the link
https://www.linkedin.com/pulse/top-5-japanese-companies-investing-africa-fabio-scala-cav-osi-p5gxe/
Did anyone hear about mitsubishi investing in the past in zanaga? #3 in the link
https://www.linkedin.com/pulse/top-5-japanese-companies-investing-africa-fabio-scala-cav-osi-p5gxe/
Ex, I agree with you, we will not get anything near the NPV. But the positive is that we are in same boat as Elphick and Glen, so should in theory get same opportunity to either pitch in cash for the project or sellout. In my personal view, I dont see 300P out of range here, with one third or NPV at 30MT. But would be fine for me
I like the " During recent engagements with RoC Ministries, communities and potential strategic investors, the burden of being the first mover in the region of high grade, low impurity iron concentrates for green steel production, is strongly supported and makes for an exciting future for Zanaga"
Seems to me they could potentially be very far in the plans and nice to see the strong support from RoC officials/ministries.
lets see
Extrader. did AT answer you on the third tranche?
Driving i dont think you will see this kind of dilution. but even if you did, and sit back with 0.1%, the value of a full operated mine like this with 30mt or maybe 60 mt yearly, would easily be 30 bill. so 0.1% of that is not too bad.
MM my guess is there will be an updated valuation based on the updated cost report. I think the cost report is essential to be able to do a proper valuation as there are so many factors on infrastructure to take into consideration
Not too sure if it is "packed" in to the process around FS cost report
I think the result of FS and details of Mous will give us all the chance to either stay in or sell as hopefully the full plan will be visible for investors to evaluate if they want to wait and join the journey for the long run or if they want to get out finally...