Hi @speculator555, I feel SRZ are in a too strong position to be a takeover target or JV play.
The recent ITA seminar posted by @PaullyD above, presents a clear case for the future of Tin. It’s clear that tin supply may not be able to keep up.
One boardroom/global strategy might be that the Tin players (exChina) know how critical it is. So, therefore maybe they need to squeeze Tin for longer to assure that it remains a powerful geopolitical bargaining chip for at least a decade or so.
Keeping Tin prices higher for at least the rest of this decade will buy time for other critical minerals to establish and normalise, ie, China’s dominance over the big 4 rare earths, Pr, Nd, Td, Dy which represents ~95% of all complete rare earths value.
Even if the high price of Tin incentivises new investment for exploration activities and new discoveries are found. A Tin mine usually takes at least ‘ten’ years from discovery, resource definition, metallurgical testing, define economic viability, regulatory approvals, finance and then another 12 months to build a plant before coming on line.
Tin is not in any kind of economic bubble. Therefore, all analysis agree that supply will remain ‘higher for longer’.
Imminent Assay results will be interesting. Could be a rerate irrespective of any kind of market conditions.
