Great work in digging this out! Love your work! The thing that...

Great work in digging this out! Love your work!

The thing that stuck out for me was v was targeted at $13.5 / lb back then and that is what they prices the SS based on. We are now at $32.50 / lb and rising 1% to 2% a day.

The last PFS appears to have fallen over due to largely being at the wrong time with softer commodity prices. With v prices now 2 1/2 better than back then, and the forward outlook for V looking strong (China steel needing more v and v becoming potentially a key cog in the clean energy revolution), it feels like we are in a much better position to take this forward.

Adding in some new finds since then (including flurospar), new technologies and efficiencies in extracting and processing the raw material, I find it hard to see how it won't be commercially viable even if there isn't anything new or groundbreaking that comes out of the SS.

We appear to be in a pretty strong position. Not sure if this is just wishful thinking but would love to hear about multiple interested JV / offtake parties and KRC working through a process to chose the most viable proposal.

And as a hedge, keep looking for that monster high gold vein deposit. Sell that resource and use the proceeds for that to fund the v project.

AIMO. DYOR.