a clue to who's hiding stuff is check out the ndpr price they're using $153kg long term.
HAS is using $112kg.
Wonder what the NPV and economics look for pensana down at that level...lol
As I said the Chinese will get their claws in if pensana really poses a threat as theyre sitting in africa. Peak has a great resource and look what's happened there.
where's pensanas offtakes? Nil
So hows it going to be funded with no offtake. Uk Govt wont take a wild swing without customers.
and will the Angola govt just let all the value add $$ just walk off to the UK?
good luck
HAS Price at posting:
$4.14 Sentiment: Buy Disclosure: Held
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