Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
How many did they send to south South Africa?
If it was 25,000 we can all relax. If it was 7 we haven’t learned a lot!
But u r spot on. Time to build as many as poss! I also liked ‘none returned as faulty’
We live in hope
It should be over 60! Driven into the dirt to get that price down! Not sure how a current holder gets offered any?
They will all be out way before those in it at my level! And I assume those convinced to go in at 85p are going again at half that!
Not the worst week. Not lost this much since last week
GLA
I assume, with discover coming, funding will be needed to make and promote. My guess is that funding is at exactly where we are. 45p.
How do we get involved in that?
This is the year in truth. 12000 to be sold. China to produce half or more as states takes on discover.
But decent sales this year is a must.
GLA
Earlier than expected
No details on how many produced. 2000 lowest 4000 highest was what Paul hill quoted to them. 3-4000 rauker said
But headline 536 december so even if there was a blip things look to be moving
Nothing disastrous here? I don’t think.
Nothing about fundraise
Nothing bad about China
So other than production potentially being lower, things look ok?
Time to shoot me down…
Tweets are rare. This tweet is out of the blue and shuns any mention of China. Almost all trades are lumpy sells.
Paul Hill asked them whether they would return in Jan 23 with an update and the answer wasn’t a swift yes.
Something is not right. The slide is too one sided. The buy in price is mid 40s for great upside. That is now low 40s
I expect something from company soon to put meat on bones of the tweet. Otherwise the tweet is totally bizarre given production plans that are supposed to be well advanced overseas!
Painful right now
The more I look the more that tweet is alarming! Price now low 40s.
No mention of anything from China there and for a company that appears well based a misleading tweet is unlikely! They don’t tweet often either so there is thought behind them! If China is now a no go, then this hits 20s.
I thought 2/3rd predicted and expected production was from China 2023. But I’d need to rewatch the vox interviews
I will join vox man in the pub…
Let’s hope it isn’t that. Fingers x
GLA
Dropped further!
Feel free to read my posts. I know nothing other than what i have seen!
And I’m sure Bob said 18000 2023 total production with ability to upscale
I have secretly hid my joy at a mid 40s SP. I apologise
He said they hoped China online by end 2022 in
Podcast. Q1 2023 but hopefully by year end????
Was that not what Rauker said?
18000 2023 production
They are selling what they make with ease according to his comments which is what makes buying these so so attractive
So China online any time now unless they have issues? They had issues before that they resolved
Market sentiment awful and people want money safe and in cash
I’m literally surmising from what we’ve been told and trying to join invisible dots
But these are unprecedented economic times
I’ll be here for as long as I can because they have done 99% of all the hard work
Great product
Progress
Sales
Good luck all