Listened to diggers and dealers' presentation by Ken Brinsden and another by Dale Henderson.
Just to clarify, Construction of plant 2027 and production starting 2028.
Resource upgrade now 142mt but 300m to 400m indicated. Is more a Greenbush story.
Dale from Pilbara was positive about China and the way China behaves, and the reasoning behind what they do.
China has achieved the biggest growth in supply in the shortest possible time.
They had a Rip, tear and bust attitude to development but China at no time had no competitive advantage over what they done.
Pilbara will have a similar joint venture with Gang Feng as IGO has with POSCO plant in Korea which is IRA compliant to export to USA.
Listened to diggers and dealers' presentation by Ken Brinsden...
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Mkt cap ! $129.4M | |||
| Open | High | Low | Value | Volume |
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