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clock Created with Sketch. 13/08/18
18:51
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Originally posted by Fishfarm
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There is a lot of dumping of stocks that no have a hope in hell of ever paying dividends, but look at the V, common sense has settled in, just wait for the Jorc, what comes after Jorc? Hungry China, if the grades are better than Cape Flattery then see what happens, the new reports are showing near 10% growth year on year until 2025. Pure Silica is in short supply, automotive in China is booming, go read about the French glass maker moving into China. On that note I left out the rest of south east Asia, think also India, and the Middle East. Steady as she goes, it’s going to be fantastic if the grades are as good as hinted in the video presentations.
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and an interesting article in Wired on high quality silica and the cloak & dagger machinations of US silica suppliers and the lengths to which companies such as Unimin goes to guard its silica trade secrets:https://www.wired.com/story/book-excerpt-science-of-ultra-pure-silicon
