robot trades, page-95

TW

Not withstanding my previous comments, Intec own the EAF dust & Zeehan slags that they plan to use in Stage 1 & 2 combined.

Whatever revenue Intec derive from these feedstocks is virtually pure profit, apart from processing costs, whereas if they toll treat someone else's feedstock the revenue that falls to Intec's bottom line would be insignificant comparitively.

The copper theory will only gain traction in my mind if I can fathom a connection for copper to contribute to the Metals Recycling Project in a strategic sense in the short term. I'm even struggling to see something in it from a longer term POV.

Speculation about Intec and Ivanhoe stitching up a deal for an Ivanhoe project is an entirely different matter as far as I can see. I haven't seen any real evidence that something is afoot near term but the doesn't mean it should be ruled out completely either.

Just my thoughts.

Cheers
Boomer

If my last post may have seem a bit garbled, I was in a hurry to meet someone at a designated time ... my apologies.