I’ve been watching STA for about a year. I haven’t jumped in yet...

I’ve been watching STA for about a year. I haven’t jumped in yet as there is still no transparency regarding costs and how they compare to the DFS. There is no way they are at DFS cost levels given the DFS was done in June 2020.

In addition, I am unsure about the prices they are receiving or likely to be receiving given the opaqueness of the mineral sands market and the company’s announcements.

I would be more than happy if people could share their thoughts on these things. I’m also cautious given their ongoing legal battle with MAH which I understand was partially due to MAH experiencing labour shortages during a time when the labour market was way more flexible and cheaper compared to today.