The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Fair points.
USA is/was the biggest He producer, so the best location.
>>he1 will be selling to the Chinese for half the price with an immature industry base and setup costs
That b*ll*x.
HE1 can sell to anyone and get market price, He is highly transportable.
>>Yes, but HE1 has got flow.
Yes, but very little. They can probably make it commercial but that is a whole string of uncertainty
>>And a whole basin flowing around it.
A positive. Lots more holes could make lots of money, but drilling costs. They have a rig, which will helps
>> HE1 much cheaper and much closer to commercialisation?
HE1 is 5x more expensive. Why are so many people clueless about market cap?
Also, HE1 has a limited potential due to the low flow. Could improve but, still very big gamble.
Is this going to market?
With Gold at a ATH and Lithium rising nicely, expect the SP to recover.
Processes 20kg per hour for 24hr x 21 days plus.
Produced 35kg of mixed carbonates.
Update on 99.5% NdPr oxide... soon.
Improvement on PFS:
Electric consumption down by 50%. Saving $6.5m/Yr
Sale of Gypsum, $7-8m/Yr for 70years
60k tpa of sulphuric acid at far less than $95/ton. Saving $4m/Yr?
SEG extraction. Not much.
Other reagent savings.
Tony
As has been pointed out by various sources the production of MREC/MRES has been proven and that is a viable and low cost to market.
The reduction in temperature halves energy costs to $6.5m and the lower than PEA cost for the adjacent sulphuric acid plant ($5m?) and extra income from selling the phosphogypsum ($5m?) are all factors in the viability of this intermediate development phase.
Don't compare this to KODm they are in Mali.
EEE have some derisking, which is a year away or more, hence the lukewarm response.
But there is a lot more positive features, jurisdiction being a big one. And the obvious.
ALL, TRR, EEE and RBW...
The other two I've never heard of. Any opinions on them?
-6% down, wont be following your advice.
Not bothered to read your 'invitation', aka unhinged rant.
Chinasyndrome is that you?
Or is insanity infectious?
Lot of emphasis on the "lowest opex"/"highest profitability" in the world aspect
You seem fine posting about RBW on this forum so I don't see what your problem is.
The losses are relevant as they have to be remade with profits before dividends can be paid. If the plant is only making $20m profit it will take years before a dividend can be paid.
60m loss in the accounts, plus about $20m on the bridge loan.
New info.
Burundi is being renegotiated.
DFS interested in another $100m of the debt finance.
They have project funding, so it's irrelevant.
Tamesis Partners has published a new research note on:
Trident Royalties Plc.
"Trident’s share price is currently trading on an unrisked and risked PNAV of 0.51x and 0.63x, and we forecast revenue to grow by a CAGR of 18% over the next 5 years. We continue to feel our Price Target of 75p is conservative as we look forward to more transactions in 2024. "