Thought with most discussion on WA, for pretty good reasons, might as well focus on Tassie holdings here.
So far, Lindsay Tin has Tin price up to nearly US$ 34k / tonne up from $18k. Most market analysts no clue if going higher or sustainable. In fact most forecast it going nowhere. Yay for analysts. Tungsten and Boron prices always fine. Tungsten on the critical minerals list. Awaiting Boron results.
Riley of value to someone with existing structures such as Savage River Mines most likely. No word on external review.
Livingstone magnetite likely same as Riley.
So most likeky best outcome is sell Riley/Livingstone.
Lindsay sell to Renison Bell? JV with RB to leverage their close by infrastructure. Sell to elsewhere?
AR always discussed stepping out WA and TAS holdings into separate companies. And that was well before Jupiter.
Any other thoughts?
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