SP discussion, page-31

I’m resurrecting a more appropriate discussion thread as I think SRZ is about wake up the investing world community at large.

I’m not sure what’s missing here @speculator555@Voytek other than to say that it feels like management have deliberately maintained a ‘low profile’ for whatever reason. Why that is only we can speculate on.

For us retailers who are not privy to SRZ internal discussions, it may feel like all is slow and very quiet but perhaps they fear a leak and another speeding ticket before the imminent results of assays are to be announced within a few weeks or so? Perhaps Tin is so critical to world supply chains that geopolitically speaking they have been told by (governments) that they can’t afford to panic markets, ie, we know what happens when people dread the fear of not being able to wipe their bums or as in the UK run-out of petrol. Perhaps Tin is not so critical and is not going to be apart of the new age technology future that is upon us? Alternatively, perhaps Tin needs to be ‘conserved’ or remain locked-up until such time that it can be used as a strategic geopolitical bargaining tool against economies that don’t play ‘fair’ trade?

Meanwhile, the Tin supply-demand imbalance is not being addressed (as it has done all year — plus more), the spot price goes to record highs (almost US$39,000p/t overnight) and little new supply seems to be on the horizon to meet demand. Compounding the issue is a decade or so of a lack of lackadaisical investment. That in itself has been kept relatively suppressed by ‘green energy market analysts’ for whatever reason.

Nevertheless, Stellar’s Tin project remains rare and unique. You’ll be hard pressed to name another project globally that is a TIER 1 grade in a TIER 1 ESG jurisdiction (plus it is 100% owned). Their ESG / R credentials is what the western world investing community will seek to support rather than sources from basket-case countries. Even our neighbour which is 50% Chinese owned, doesn’t guarantee supply-chain confidence. One thing is certain, assay results are imminent and mineralisation has been hit, more diamond-core drilling is occurring and further mineralisation potential is high.

Exciting times!


DYOR, All IMO, GLTA(Patient)H