Had a listen, valid points of rehabilitation it's untested as yet and Serra Verde don't share much. Also the points on China I can agree everyone is wanting to mine but no downstream capable of absorbing supply in the west so it will all end up in China.
The talk behind going from miner to magnet also is good it's going to be incredibly difficult. All in all I thought it raised some good red flags for the industry.
VMM Price at posting:
47.0¢ Sentiment: None Disclosure: Held
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