mate this is exactly what these forums should be about, nice...

mate this is exactly what these forums should be about, nice input.

even if you halve both spot revenue forecasts, we would have 14.5b of LOM revenue... heapppps of potential fat there even when getting the cleaver out.

the key is, demand for these products is high, supply is constrained and more importantly the supply is very strategic for sovereigns and large companies to secure.

I don't see a halving in any of the above tbh, but that's what makes a market, we just don't know the future... all I think is that the future of these metals, based on EV and energy storage is very very bright.

Back to CTM... people need to remember that most of the value of a company is obtained during the exploration/discovery phase...then I large pause until production...

So I ask the question...

what phase are we in now and about to ramp up? Are we about to 'discover' something?

Again, at 27m MC... the risk/reward here is huge... if southern target gives anything near the same, CTM should re rate accordingly... even just on the northern zone, this is cheap...

and I'm forgetting some gold assets too!