RE: No buying today then......31 Mar 2022 13:04
Yeah, not expecting that but the newsflow for this year should provide plenty for the sentiment. For me I'm looking at this:-
*Sweden: If talks materialise with a partner i.e H2 green steal or LKAB on taking kallak forward then we will see a serious rerate of the shares. I can't see us getting as far as receiving the environmental permit without a partner-we are to small imo. We can now talk seriously with prospective investors/partners now we have the concession.
-scoping study to come this year with figures and economics of project, may open the eyes of wider group of investors.
-drilling Kallak south?
Finland.
* Our closest project and easiest to get to production. We already have a respected partner with the knowhow in battery space. Scoping study to come on aitolampi and the beginning of permitting to build the anode plant. Good steady burner I feel.
*Kosovo
- This is exciting imo. Proper blue sky drilling, could be a damp squid but Kurt seems very excited with the potential of a massive porphyry deposit. If just a few of these drill holes hit very good grades and we hit the sweet spots and it turns out to be as good as what the Vardar management and Kurt is hoping then I see that as a major sp driver. A discovery of magnitude gets everyone hyped up. (Granted the odds are slim but there is every chance).
So this is why I hold, there is much going on and it's not a stagnant company. Kallak and Vardar hold the key for massive rerates imo. JV partner or a quality discovery should do the trick. Let Finland do its thing in the background.