he has only just started in the role….and now based in Perth....

he has only just started in the role….and now based in Perth.

anyways was reading the original BFS last night, it makes for compelling reading and the amount of work they completed. I’ll be interesting if they complete the southern road access and update that instead of the need for a new 80 km road. We are looking at the lowest capex of ree producer out there worldwide….example ARU need 1Billion, Peak will be looking at 300Million. Plus ongoings so much cheaper….

I still believe there will be a significant upgrade on the BFS due end of Feb. after adding in cost savings and price of NdPr.

I also believe there could be a update in relation to the oxide produced.

back onto the management side….execution is critical NOW. They have no time to waste and busy as. Offtakes and finance will be interesting in the next 6 months. They have had years of talks within industry they are not going away. And Peak have never been ones to over hype the stock, just telling it for how it is, But with the management they have in place now it’s all about execution.