Hi Seals, good post - my hope is that they have now, or will have soon, a nice off-take deal which significantly, if not completely, de-risks the banks support.
Perhaps the off-take will come with some equity access, or funding, attached - is that usual in these circumstances?
Seems reading some of the analysis available, that the Zircon supply may be thinning on increasing demand - lots of contradictory thinking about on that though!
Cheers
Cabe
Ann: Informa Mineral Sands Conference Presentation, page-12
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