Sean Sandilands from STK has done another interview with Olli and new director Craig Bradshaw
Link below to the long (19 mins) and short (4 min) versions.
https://youtu.be/IIA5iJZB3_8 (long version)
https://youtu.be/G23GBjg2Jvo (short version)
Some key take aways.
Craig was with Masan for 14 years (7 as CEO). He looked at buying both Mt Carbine and Saloro previously, but Olli beat him to them, so he knows the assets well. He is looking forward to helping develop these assets.
Market is very short of tungsten material. A delay in getting APT of 3-4 months, so price is likely to move higher.
Saloro running at around 30-33k mtu per quarter. MC improving but had some issue during the quarter with floods and waste removal. Starting to access higher grade veins.
TMG - Ferrotungsten transaction happening. Working thru the legals. They have been running MC material. Craig knows the project well. Only provider of ferrotungsten outside of China and Russia. It will double EQR's customer base.
Olli going back to DC this week and hopefully announcement coming soon.
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Sean Sandilands from STK has done another interview with Olli...
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Change
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Mkt cap ! $96.62M |
Open | High | Low | Value | Volume |
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Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 140000 | 3.3¢ |
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Price($) | Vol. | No. |
---|---|---|
3.5¢ | 438190 | 3 |
View Market Depth
No. | Vol. | Price($) |
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6 | 440550 | 0.032 |
3 | 478970 | 0.031 |
8 | 784000 | 0.030 |
2 | 605561 | 0.029 |
Price($) | Vol. | No. |
---|---|---|
0.035 | 438190 | 3 |
0.036 | 310126 | 3 |
0.037 | 500000 | 1 |
0.038 | 2956828 | 8 |
0.039 | 1352001 | 4 |
Last trade - 11.04am 01/08/2025 (20 minute delay) ? |
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