Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
GR needs to deliver for once!!! Then we can rid our self of shorts from people like jaglith martinigirl and raaydaar.
Wolf
Bootieone
I do find your post amusing you have had PREM going bust for years... I know you don't post very often but when you do never have anything positive to say.
Wolf
Agreed Acker, it's all about company delivery in a given time frame and if expectations are met... can't understand why some people on here have this fascinating with the telegram group!!!
Wolf
Kaltersee, can you post a link... 1000km is a real game changer!!!
Wolf
As usual it's one those poorly reported post by BBC, sound bites about the lack of tax incentives and doesn't even mention hybrid sales.
Wolf
Wolf
Martinigirl if your only concerned with the facts why have you joined the telegram group ?
Are you insecure when it comes to DYOR.
Jaglith
Pointless going on about the RHA mill it could only operat at half the capacity of the New mill... Given the price of SC6 at the moment far better to go for full production then half.
Acker
I doubt PREM have bought the 50% from LI3 it would have been in a RNS... Who ever is buying it they could have a period DD before committing to the purchase.
Wolf
Jaglith the money pot is nearly empty... without raising the head room!!
Wolf
Martinigirl, I seriously couldn't be bothered to read that long winded post... Please keep it simple instead of paraphrasing all the time, your becoming boring to say the least.
Wolf
Good to see you back Daz
I'm confused when you say!!
"again we aren't producing yet we simply are at the mercy of lithium macros"
Wouldn't that impact on future investment in the industry?
Wolf
Contract prices last year not this year.
Contract prices have been as high 4000USD this year so given the spot price today it's obvious contract prices will be negotiated down... Spot price of 1000USD will impact on suppliers margins so you can expect supply to be cut back... It's all about supply and demand... demand will go up and so will the spot price this year.
Wolf
Asianmetal.com are only reporting a 2.6% drop... Shanghai metals an 18% drop... something isn't right.
Why the big difference ?
Wolf
Not a good price drop... Not concerned though still some way off production and I'm still expecting the price to start recovering in Q1.
Why have you converted dollar's to pounds Acker!! that's not relevant is it.
Wolf
It's been a difficult end of year result for the price of SC6... First quarter should see a turnaround... Let's see!!
Wolf
Biztech
A good summary as always... Why is it when GR does interviews it always leaves more questions than answers!!
I just hope we get to vote on him when he calls an EGM... bottom drawer until then.
Wolf
George, is that ball mill getting prepped for transportation to zulu ?
updates on progress on the mill are paramount, a hole in the ground simply isn't doing it.
Wolf
Wolf
Makes you think... Canada has told China they can't invest in mineral resources in Canada... Li3 could only operat in Zimbabwe with Chinese backing... Has GR the first refusal on any offer? Would have thought Bikita Sinomine would have being interested!!
Wolf
Hasiba
I think the market would respond favourable if GR was toppled... He said, was it 4-5 years ago the bod are looking for a replacement CEO, yes whatever!!
His track record speaks for itself... Time he went.
Wolf
Hasiba-Acker
The only reason people like jaglith are around is because GR has failed at every hurdle... I find it incredulous that you believe he could deliver on anything after all the failures!!!
We would be far better off with a competent CEO with a mining background.
Is GR still earning 300k a year... If we had a competent CEO on 600k it would save shareholders money.
Wolf