MIN 3.74% $51.98 mineral resources limited

Ann: FY24 Q3 Quarterly Activity Report, page-22

  1. 6,359 Posts.
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    Just re3flecting on the Half-Yearly:

    https://hotcopper.com.au/data/attachments/6139/6139838-075b400edbaa0e064d0222d2f447e7e8.jpg
    Presumedly the Cap.Ex. will not grow at the same rate as the Workforce projections should technology contiue to play a larger role in the business development!?

    1. Then, currently Iron is defying some projections and holding up reasonably well - Onslow coming on-line next Qtr. perhaps Iron Ore will remain above $100 until RIO Simandou project & China/Africa new mine come on line in a couple of years? Looks promising for next Fin.Year.

    2. Next, Lithium - what might the future bring? Will demand stimulate some price recovery

    3. Oil n Gas, well its early days for what might evolve under MIN's tenements?

    4. Mining services - MIN. appears well placed to leverage their knowledge & skill-sets for MIN's needs & potentially many others who require skilled efficient services!

    On the surface, looks as if MIN. have their act together with so much development in their pipeline!?

    Came across with the NWE cohort, somewhat disgruntled! feeling somewhat more comfortable that some much is yet to happen in MIN's future!?



 
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