Non ionic clay noise continues... Odd...
Anyways VMM equation remains unchanged. Still economically viable at current prices. (Proxy of this is MEI proven by SS therefore one needs to unhinge that study to render this non viable).
Those without any direct like for like comparison are with significant risk. Given no non ionic lateritic clay project is in production globally probably good indication it's not exactly lower quartile type stuff. Good luck but watch with earnest
Not a puzzle on macro direction.
SS will narrow the gap on peers. Looking very good value.
SF2TH
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