Oh the Irony:
-We had gold fever with Portia
-Then it got refocused to copper/gold
-Then it's all about copper/cobalt/gold. Fancy presentations about copper/cobalt being the main focus. Right commodity, right time. Kalkaroo deals, Wanbao, Muturoo cobalt is going to be huge, COB possibilities.
-During all this the Iron ore resources get a footnote in presentations with no emphasis or effort being put into developing them. No value put next to them.
-Now out of nowhere, because of Gupta, Iron ore has popped up as a real possibility. It might be the first deal.
-And when you look at the JORC values for Maldorky and Grants they are worth more than Kalkaroo. At $80/tonne (for high grade 65% Fe) they are worth $17 billion. An ISV of 2.5% is over $400mil. Obviously the projects are not as developed as Kalkaroo so carry more risk.
-Imagine that. Iron Ore being the cause of HAV sp moving up. I hope so.
Don't get me wrong, I believe that the copper/cobalt/gold story is a winner. I just never imagined that the iron ore side of HAV would be the first deal. Not complaining at all.
Just wish the market could join the dots!
Cheers
Justhavinago
Mr Gupta's Fe needs can be met by HAV, page-17
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19.5¢ |
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Mkt cap ! $61.74M | |||
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