"@FranpowerI agree, unlikely Bruce and the board would be focussed on new growth projects and site visits to the Brazil asset if there was any sniff of issues with Thunderbird.
I think this is very positive for SFX and the potential making of a new substantial industry player".
I concur totally with your @BaliHai, & Franpower's, above prescient observations.
The new investment by SFX in Capital Metals is almost a certain indicator that SFX are very happy with the ramping up of Thunderbird going to DFS & nameplate expectations. If they were not, it would be extremely unwise, & counterintuitive, to invest in other ventures/ "distractions".
I am, however, bemused as to why SFS has only risen from 55c to 56.5c now, following yesterday's Announcement. On the strong fundamentals, it should be trading, IMO, at 60C+ now.
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