ETM 4.55% 2.1¢ energy transition minerals ltd

Well if things go as expected the forties are inevitable - this...

  1. 6,324 Posts.
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    Well if things go as expected the forties are inevitable - this is big - really big in the history of GGG.

    It remains to be seen how the insto's will really get involved upon the huge de risking on EIA. Perhaps they will go run hard - pause - then continue to acquire over the next 6 months and position themselves accordingly for the big one - ML after SIA are dusted - updated metrics and European rare earth summit presentation will add value along with the pending mou's as management can confidently forge those binding agreements.
    There may well be strings attached to EIA approval so need more clarity on announcement but this will be the catalyst for a chain of developments that will see continued sp support - the EIA approval is a major component but one needs to look beyond to where the sp will be upon ML and if your there for that then hang on for the development phase.

    Of course one should not ignore the China reo's card being played. So much upside it's really a question of how long one wants to be invested. There will be global market turmoil ahead but staying involved in this company - this asset - this industry is a pretty secure investment.
 
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