Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-3

I think we will see a very aggressive development approach once the remaining offtake is finalised. Without permitting issues and much of the infrastructure already in place at eneabba along with stable earnings to support development, we could be an exporter of large amounts of silica sand much quicker than the market anticipates.

Seems like C & D have the appetite for Australian silica sand as well, would tie in very nicely along with the kaolin hopefully a reduction with timelines on signing offtakes and getting to market.


Rerate incoming.