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Thanks Contrarian.... but to be honest, my eyes are not just on...

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Poet

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25/11/22

19:29

Post #: 64997462
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Originally posted by the_contrarian: ↑

Not quite correct as the 2BT resource is across that whole northern area including AEV's Wonarah and Arruwarra deposits. So essentially AEV have most of the high grade portion and NCM picked up a fair bit, but no reason why ICG can't be a nearology play for now. Phosphate will be hot in 2023 so I wouldn't mind seeing a JV down the track to amalgamate that resource and tip it over 1BT.

https://hotcopper.com.au/threads/tesla-to-use-lithium-iron-phosphate-batteries.6376974/page-36?post_id=57126243
https://hotcopper.com.au/threads/ann-application-for-quotation-of-securities-aev.6658499/page-29?post_id=60419895

The 4 companies that hold parts of that 2BT are AEV, ICG, MDI and NCM.

https://hotcopper.com.au/threads/ann-application-for-quotation-of-securities-aev.6658499/page-64?post_id=60463971

And if you're wondering why the switch to phosphate, then read this thread:
https://hotcopper.com.au/threads/lfp-battery-phosphate-news.6577772/

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Thanks Contrarian.... but to be honest, my eyes are not just on the old 2008 data, but also the new geophys 50m line flight data.

That is those new blue juicy undercover targets all along the structural corridor tram tracks!

Poet

ICG Price at posting: 3.4¢ Sentiment: Buy Disclosure: Held
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2 Great analysis

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