Have y'all seen the latest Trilogy presentation April 2022. Hope I am not re-posting.
https://trilogymetals.com/investors/presentations/
I am going to hazard seven years to first production - 2029.
Permitting is both complex and finite. Expect noise.
There is a large, very high grade Cu cherry right on top of the Arctic deposit. Instant FCF to fund capex.
Cannot credibly run this major mining project on diesel, except ore roasting. Wind + batteries. Electric Caterpillars. Electric trucks. The technology is coming up fast, but Arctic cold complicates the equation. Miners will really appreciate clean power and torque of electric motors.
Ash
Trilogy - Bornite, page-10
-
- There are more pages in this discussion • 68 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add S32 (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$3.70 |
Change
0.170(4.82%) |
Mkt cap ! $16.75B | |||
| Open | High | Low | Value | Volume |
| $3.65 | $3.72 | $3.61 | $102.3M | 27.84M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 216566 | $3.69 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.71 | 7952 | 5 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| S32 (ASX) Chart |