I was lucky enough to topup massively at 2.4c. Nec minute Now...

I was lucky enough to topup massively at 2.4c. Nec minute
Now for some sector news:
Nice article from Argus (Pub: 17-Mar-2022): https://www.argusmedia.com/en/news/2312699-australia-adds-hpa-silicon-to-critical-minerals-list
and another from Australian Mining (Pub: 21-Mar-2022): https://www.australianmining.com.au/news/silicon-hpa-recognised-in-critical-minerals-strategy/

If Alpha HPA has received it (yes they are ahead in the game), there is no reason why KRR cannot receive part of this funding which would greatly help the CAPEX for the reduced tonnage 4N precursor plant.

Another link on the ALPs agenda for WA (note the highlighted section below)
https://www.herbertsmithfreehills.com/latest-thinking/take-2-what-the-alp%E2%80%99s-agenda-may-mean-for-wa%E2%80%99s-mining-sector-this-time



I have immense faith in KRR's ability to turn around and make the HPA plant a huge win for us, and as others have suggested, use part of the FCF to fund a PFS/DFS for the Titanomagnetite ore body that has the potential to produce 3 premium products from one ore.
They will obviously produce V2O5 flake. In addition, they can produce TiO2 and High grade iron oxide pellets.
You dont need to look far to see other examples of companies going down this path - I call it the ESG path to FCF nirvana
Have a look at TNG.AX and VR8.AX - they have similar green strategies for dealing with thier similarly composed Titanomagnetite ores.

So....GO KRR!!