I had a quick look in here to see what’s being posted and couldn’t believe that Koi was on here with the usual rubbish.
Very interesting posts on Atlantic Bombersmadd. I still don’t think people have grasped how big the Ewoyaa project is and also the CapeCoast licences.
I picked up on the 69m @ 1.34% from 129m. Outcropping spodumene rich / dense pegmatites at surface that go down to 200m and are still open down dip.
I was hopeful of this but to actually see it is brilliant. So much more still to come.
Keith Phillips is well aware of the potential scale & that Ewoyaa could go to 50Mt or 60Mt+ (he let that slip in an interview).
Meanwhile Len just pushes on delivering the technicals.
My view is that Piedmont need ALL more than ever and need to firm up their interest to take the whole lot before a bigger player comes in with a super bid.
(imo the first $1 billion plus deal is coming soon & will trigger other big deals)
I also see S6C prices going above $7,500 before the end of year. The margins at Ewoyaa and LoM revenues are incredible. Run those numbers on $2,500-$3,000 to be realistic.
The disconnect is real.
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