I think your right that there are too many variables to know what the titanium price will be in 10 years but I agree with the PFS that it’s looking almost certain that there will be a supply deficit by 2026.
all in all i think it’s a great project that’s going to generate a lot of value for us. Formal offtake to be signed H2 this year. Free cashflow of $103m/yr for the first 5 years! First DSO shipment H12025. This is going to be good.
NMT Price at posting:
63.3¢ Sentiment: Buy Disclosure: Held
