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    https://x.com/grantfwilson/status/1796706572619718694?s=19
    https://hotcopper.com.au/data/attachments/6213/6213889-ab5604233e982918b1811d9e9735c67e.jpg

    So I've Just been reading about BHPs bid for Anglo & how paying a premium for existing mining operations is the preferred path to travel for the majors as opposed to exploration & developing a resource from scratch.

    The punt here is that TVN with Speewah Fluorite, & then the prospect of technology unlocking large scale Titano-magnetite resources for V, Ti, green steel iron ore & underexplored areas like Sandover lead to large scale, long term operations.
    Any one of those scenarios, in it's own right would be a great outcome, all 3, in time, are worth sticking around for.
    Last edited by Propunter2: 01/06/24
 
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