I tend to agree that MLM has better features relating to...

I tend to agree that MLM has better features relating to location

But DRX, VRX, ASQ and PEC all have Silica deposits that are worth pursuing.


Looking at VRX , PEC and DRX anouncements and it is obvious that Silica exports will still be profitable with the transportation to process and subsequently to port, be that via Road, Rail and/or sea.

As detailed in respective NPVs they have good value. Mostly their SP & MCap reflects a good proportion of these values. They've already been discoved. How much more upside is there before export? They're all some way off.

MLM have better upside than each listed SiO2 play presently IMO