Yes, I’m definitely reading everything over there — wouldn’t miss it for the world.
I’ve made a conscious decision not to engage much on that thread anymore. The oxygen some posters crave just isn’t something I’m willing to supply.
That said, I will still bring facts here, even if they’re not the flavour you guys prefers.
Let’s talk about those facts for a second. One of the key reasons AWJ is struggling to gain traction is the cost of extraction at “Munda the Monster.”
It’s not a personal attack, it’s simply what the data shows. The market isn't ignoring that for no reason.
Meanwhile, ESR is lining up to solve a genuine regional problem — nickel nitrate leakage in Indonesia and they’re doing it with an abundance of limestone. In just over 100 days, they’re contracted to define 500 million tonnes of jorc limestone.
@Ferretbreath — if you’ve got a calculator nearby, just run 500 million × $20.
That’s a projected $10 billion USD in revenue.
No need to thank me, just worth keeping an eye on.
The one the only Timor Lad
AWJ Price at posting:
16.5¢ Sentiment: None Disclosure: Not Held
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