The stars are lining up for a potential re-rate over the next few months.
The first potential catalyst is a DSO MRE at export grade, around 62%.
The second potential catalyst is publishing the scoping study which should show that operating costs are well under export pricing, margins are high and capital costs are modest.
A third potential catalyst would be obtaining a letter of support from an offtaker.
A fourth potential catalyst would be renewal of the tenements and possibly an application to upgrade the Bekisopa permit to allow mining.
A fifth potential catalyst would be talks with the port to sign an MOU for a ship loading conveyor and stockpile area location.
The stars are lining up for a potential re-rate over the next...
-
- There are more pages in this discussion • 348 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
