Yeah, reckon it gets built. Rutile is most likely min sand product to stay under-supplied, and if they get their skates on permitting, community re-location, government mining agreement early enough they will catch the current graphite wave regardless of what the future holds. Timing is critical imo, wait too long and a conga line of other graphite mines get funded-developed first and sooner or later the market is going to baulk at funding any more...
In an over-supply price war, if worse comes to worse, SVM should be profitable well below the graphite price 90% of others go broke and so stay in business riding the cycle. Getting all the development ducks in a row while the funding window remains open is probably the biggest hurdle in the min sand industry.
Yeah, reckon it gets built. Rutile is most likely min sand...
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Last
53.5¢ |
Change
0.025(4.90%) |
Mkt cap ! $301.2M | |||
| Open | High | Low | Value | Volume |
| 51.5¢ | 53.5¢ | 51.5¢ | $241.6K | 464.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 78794 | 53.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 54.0¢ | 120000 | 2 |
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| Last trade - 16.10pm 10/05/2024 (20 minute delay) ? |
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Last
53.0¢ |
Change
0.025 ( 2.91 %) |
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| Open | High | Low | Volume | ||
| 51.5¢ | 53.5¢ | 51.5¢ | 91431 | ||
| Last updated 15.54pm 10/05/2024 ? | |||||
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