Ann: Update on Cesium Assets, page-128

First 128 Last

Share
Profile

Follow
Kaeho

7,397 Posts.

1777

12/03/25

11:11

Post #: 78230340
Share

Originally posted by stevenjd: ↑

Simple logic. and speculation. Otherwise, i know nothing absolutely. I know only probabilities.
All then IMO
if they are talking to us, they already want security.
If they are talking to some risky in africa or brazil, .they want cheap.

Sure, there are many horses. Its the horses that come to sniff the water in our trough, not the trough with cheaper water in it, with a few dead rats next to it.

Not all horses will just choose the cheap trough with the dead rat.
Some will want to know that the water they drink, will keep them well for many years to come.

If you walk into David Jones to buy a suit, you have already qualified yourself as prepared to pay a premium for quality over walking into a thrift outlet.

Not every strategic on the planet will be looking for thrift. Because some will know that thrift, without longevity guaranteed is too risky for long term supply.

If we are talking about a strategic, who is prepared to JV on capex, then they take on their books capex of asset in country. You think they would all just run to the DRC eg. if it was pennies ? Or is there some hesitation ? Rather then, in owning assets that actually can be sustainably owned and operated without nightmares.

I speculate that there are strategics who will not want to not gamble with jurisdictional uncertainty.
And we only need to be talking to those horses, who qualify.
That is my bet. That the company has qualified those horses who will want to drink from our trough, and indeed want to own equity in it.

Expand

Never buy an off the rack suit. Always have one tailored made especially if u ready to spend David jones level money.

WR1 Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

NMT

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

Expert Exchange: It's half time Down Under – How are we faring?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

PAR

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

First 128 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 12.0¢		Change -0.010(7.69%)		Mkt cap ! $29.26M

Open	High	Low	Value	Volume
12.0¢	12.5¢	12.0¢	$16.67K	134.7K

Buyers (Bids)

No.	Vol.	Price($)
8	223373	12.0¢

Sellers (Offers)

Price($)	Vol.	No.
12.5¢	6385	6

View Market Depth

No.	Vol.	Price($)
7	148172	0.120
9	136969	0.115
8	88283	0.110
6	322786	0.105
6	475000	0.100

Price($)	Vol.	No.
0.125	6278	6
0.130	519720	6
0.135	169214	7
0.140	198691	7
0.145	90265	2

Last trade - 11.21am 26/06/2025 (20 minute delay)

WR1 (ASX) Chart

Ann: Update on Cesium Assets, page-128

Australia’s gas crisis is here – and dying coal plants aren’t helping

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

Expert Exchange: It's half time Down Under – How are we faring?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Update on Cesium Assets, page-128

Top Stories

Australia’s gas crisis is here – and dying coal plants aren’t helping

Neometals-MinRes JV inks MOU with Rio Tinto on lithium electrolysis

Expert Exchange: It's half time Down Under – How are we faring?

Listen: HotCopper Wire Podcast 014 – Abu Dhabi wants to buy our 'true' oil and gas gem

Paradigm adds new oral combo IP to osteoarthritis drug stable with $500K pick-up

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News