Ann: Quarterly Activities Report, page-12

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MrInvestor2

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30/07/21

10:14

Post #: 54894840
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Originally posted by redned71: ↑

morning Pihrana.
good to hear from you.
yes, agree, they’ve achieved a great deal in a very short time. I should have highlighted that amazing effort. From restarting to production in 9 months! Outstanding.
I’m happy they’re focused on the business and not too concerned with hyping to get SP up, as some juniors do.

I often advise that these emerging junior resources require patience. I’d better remember that for myself.

any thoughts on what we might get from the mine gate sales to the BSM’s? Transport will be more as its +200km to them. I assume even though it’s at mine gate, the buyers will want a price that offsets some/all of transport, as the seller normally pays that anyway. Not a big deal, if we can get all that lovely premium, as we’re probably above 65% too.

great they’re starting on the beneficiation. Apart from the tailings, it brings another 2mt lower grade into LOM calculations, plus sets us up for when they get to the 5Bt around us. Although, I doubt we’ll hear much on that for quite a while. They’ve got plenty on their plate & as you say, just keep chipping away.
I would also think they might start thinking about value add if the beneficiation works out? Pellets, or even HBI. Need something to insure us against the inevitable IO price fall to the bottom of the cycle, whenever that might be. Hopefully at least a few years away.

happy to keep backing management in this outstanding company.

cheers,

ned.

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Why do you guys keep talking about the 5Bt surrounding? It is not as if Colomi will hand it over for free. In fact I find it more likely they are just using TI1 (by way of dividends) to fund it for themselves?

TI1 Price at posting: 8.5¢ Sentiment: Buy Disclosure: Held
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Ann: Quarterly Activities Report, page-12

$550 million Jabiluka uranium offer comes unstuck as Government rules lease won't be renewed

PAM secures high-grade Chilean copper play in strong territory

Invictus banks US$5M from Zimbabwean investment fund in support of Cabora Bassa

Brine and shine: Arizona Lithium wins early stage eco approval to commence wellpad #2 at Prairie

Biome unveils three year revenue target up to $85M – but are 3Y targets enough to excite?

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Ann: Quarterly Activities Report, page-12

Top Stories

$550 million Jabiluka uranium offer comes unstuck as Government rules lease won't be renewed

PAM secures high-grade Chilean copper play in strong territory

Invictus banks US$5M from Zimbabwean investment fund in support of Cabora Bassa

Brine and shine: Arizona Lithium wins early stage eco approval to commence wellpad #2 at Prairie

Biome unveils three year revenue target up to $85M – but are 3Y targets enough to excite?

Featured News

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