NVA 0.00% 13.5¢ nova minerals limited

The interview:Some seems like fluff - yttrium et al. Some seems...

  1. 6,129 Posts.
    lightbulb Created with Sketch. 1488
    The interview:

    Some seems like fluff - yttrium et al. Some seems like reasonable confidence (RPM reaching >2Moz), as I found the statements about ore sorting and heap leach to be realistic. And some brings people back to earth - 2028-2029.

    Overall, if gives a nice summary of management's state of mind. Eg. if RPM drilling comes back strong and remains open, then PFS will likely get delayed for more RPM drilling, as there is value in proving up RPM further, and doing the PFS too soon would leave the PFS lacking.
 
watchlist Created with Sketch. Add NVA (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.