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26/02/19
17:06
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Originally posted by Ozyoioi:
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Your views line up exactly with mine. Three other aspects id like to add to your very insightful post: 1. What about the non conventional technologies being trialled? Are these POSLx or something else? I also expect initial results from these trials in the next month or two. 2. Remember those one-off shipments to POSCO from Mt. Cattlin? What was that about? My bet - POSCO JV offer included some interest in off-taking from Mt.Cattlin. 3. Remember the small revenue from SdV we realised in our last half-yearly? Query who that shipment was to? bigger game at play and things are looking really good. quite frankly i will be staggered if some of these announcements dont result in a market sensitive announcement in the next 2 months. and considering we are still within a fleas bottom of our 12-monthly low, youd have to be crazy to open a new short on this now! i suspect short interest will gradually decline now (as we saw with ORE today) over the next month or so and GXY will rerate to an appropriate value pending further development.
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one more to add, now with the newly announced patent on LOHmax from LPD, one more reason for Posco to JV with gxy which they can fast-track the LOHmax process. possible for LOHmax be incorporated into existing Posco process?