Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Closed at 1.61 gbp equivalent on tsx
I don’t think they would have pursued and professed the uk project if the bfs wasn’t going to be positive and economical.
The resources is huge as it is. If coola and mt verde are successful it could increase 2-3x
I agree.
The bfs as per Paul’s latest interview will also include the uk processing facility . Also alluded to wanting to wrap up the financing at the same time. With the increasing ndpr price the economics will be very strong and I would envisage strong II buying once bfs out.
The saltend facility could potentially process rare earths for other companies in the future I would have though.
Paul has also mentioned capex remaining as low as in pfs study
It really is fantastic news.
Roll on January news/bfs/financing
What is your current chart suggesting tony? Thanks for all the input
Great update on asx re coola
You see mp materials move in USA tornado? Over 5 billion mcap now. Interesting to see
Next webinar this Thursday 9.05pm uk time
Interesting to hear update on first pour. Website updated to ‘two weeks’ today
Nice rise on tsx. And nice move on POG
Tsx opened at around £1.57/58
Rns out on asx. Humber chosen as uk site
Very interesting price comparison China
Mp materials listed this week in us. At a very different position to us but hit near enough a billion dollar us within couple of days of trading.
Pure gold webinar rearranged from last week is today. 9:15pm uk time I believe
Website updated again stating 5 weeks to first pour
Boris’ plan to make it illegal to buy a new petrol/diesel car by 2030 should do wonders for the ev industry and thus rare earth companies
Investor update webinar on Wednesday
Details on pure gold twitter page
We moved to 93p quickly on the uk study announcement.
The retracement to low 60’s was a combination of the quick increase and bfs delay in my opinion.
A Biden win, market sentiment and an impending update should hopefully send us to all time highs!
The email update was interesting last night
I would expect any potential uk project to be rapidly fast tracked by uk govt at very attractive terms in light of Boris’ recent announcement
Interesting to see the October presentation has the updated figures on it.
Changed from number 5 and 17 in terms of grade in Canada and the world to number 4 and 16.
Also have updated the POG to 1800$ and that increase of 300 dollars had increased revenue for phase one mine to 2.3 billion.
Another 200 dollars to POG will see us add another 3-400 million revenue to phase one.
If gold hits 2500 an ounce then we are looking at well over 3 billion just on phase one