Hi Farmdownsouth, yes I am aware of those numbers, this is my post from over a year ago on Nmt ;
https://hotcopper.com.au/posts/55154249/single
where I mentioned the 70% number . Can’t believe how time flies , I wrote that over a year ago before it was spun out . Lol , I had forgotten some of my own research in that piece from back then , such is old age lol: ( .
The problem we have is that agreement between mincor and bhp was confidential so it was inferred from a lot of rumours , & broking house research notes floating around the web, but would be nice to know actually what they achieved , but unlikely we may ever officially know. If we can pull off a number of close to that very likely there is very good money in it as the palladium credits are looking now to be more than originally thought. There is certainly a lot of opportunity here not priced in.
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