Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
In the recent Q&A that changed for Q4 2021. It seems that there’s no set definition and they report whatever makes most sense at the time. I think there were lots of forward sales in Q4 because of impending increases in price per ton. They decided not to include those sales in Q4, preferring to align with delivery
This is great discussion. It’s good to pool research and thinking rather than just reporting the share price. We still haven’t considered the sulphate. Would you rather bring that online or expand Arapua beyond 400kt?
I’m almost 100% of my portfolio here and it’s doing very nicely of late. The problem area has shifted from sales. It now becomes logistics and operations. The company needs to expand production which is fully funded but takes time
That Proactive interview is great.
So after spud they’ll be “logging whilst drilling” from casing 2. So we could get reports of shows in the shallower formations inside a week after spud.
Furthermore, Indonesia will give us a binding gas sale agreement in two weeks time… at a good price.thanks to Macro oil prices