Name me a profitable Australian hard rock mine mining Ti at the moment. [insert sounds of crickets here].
Talk is cheap about de-China-ing the supply chain for critical minerals, was even talked about pre Covid and since Covid has made a lot of noise with precisely zero new western capacity coming online and staying online. Wake me up when politicians in the EU, the US and elsewhere deploy capital instead of meaningless word salad. At the moment a lot of the supply chain for some specialty metals and some industrial metals is controlled by China and they will deploy false warehouse inventory/capital/over-production and brown paper bags in Africa and Myanmar to destroy any alternative western supply of critical metals. As has been demonstrated numerous times in many specialty metals businesses.
Back on topic - the LML intercepts are a decent grade Cu Pb and Zn style of mineralisation in some historic drill holes without invoking nationalistic fantasies about weird specialty metals. Are you going to start quoting Unobtanium numbers in the forum next?
LML Price at posting:
0.5¢ Sentiment: Hold Disclosure: Held
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