RE: BlueJay Presentation16 Jan 2021 16:21
Great document. Can significant savings on the initial investment mean a drop of 10% on the price per tonne? would be nice to get that below $100. An extra 1,592,730 or so tonnes per year needed 5 years from now, think we could easily fill this. The Savannah/Rio JV in Mozambique looks completely dead and any other new developments that I can see are years behind us. Not sure about Kronos in Norway but Rio will have some problems massively expanding output in Quebec.
Doesn't seem to be anything that can reasonably hold this share price from increasing in the short, medium and long term.