CUF 9.09% 1.2¢ cufe ltd

Hi Aren We are in a new phase of exploration and commodity...

  1. 4,564 Posts.
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    Hi Aren We are in a new phase of exploration and commodity demand the like of which has surprised us all -the rebound in battery metals for instance is simply astounding. Accordingly skills shortages - materials/equipment /component shortages - like semi conductors. Major auto makers shutting down so that must now affect everything in the supply chain. Geologists are now as scarce as hens teeth and Govt Depts will presumably come under pressure in terms of regulatory approvals. But GWR is shipping ore - so unless there are problems of which we are not privvy no reason why FEL wont join the charge of the light brigade.
    Right now I am focussing on the Gawler Craton - looks like potential for a new tin province and tin is one commodity that is about to go ballistic too with the demand -supply situation. Maybe FEL have some tin potential too -have not had time to check out their Pilbara pegmatite acreage.
 
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