Agreed. There defintiely seems a sense of urgency to get the ball rolling. These guys clearly have ambitious plans.
These are some rough notes I took. Nothing groundbreaking but the interview did add a little more context. Robert seemed quite excited, choosing to use a superlative every other sentence I noticed.
* World class asset
* 216Mt Resource - Looking to increase > 0.5-1Bt. Onyl 15% drilled & to 20m. Historical data shows minerlised down to 50m.
* 21 Different revenue streams
* Infrastructure on their doorstep (Gas, power, rail)
* Inundated with calls. "Receiving calls weekly, even daily". Will begin process of exploring offtake partners.
* Low capex - $25-50m for a decent plant that will provide "Sensational economics"
* Silica flour - Naturally occurring, which is rare. Goes for $200+ & currently have 60m. "The value starts with a B...". Loved that quote
* Demand? India will need 800-1Bt annually. Market exploring excnaghe traded contracts. 30Mt supply defecit between Asian countries.
* "Some very good news is coming soon but can't say what it is" - Assuming this is the Pittong resource/production upgrade?
* Pittong optimsied production increased by 35% without increasing OPEX. Straight to the bottom line. Lovely.
Really nice interview. Company continues to impress.
