Good find Rod... however Aussie a minnow in comparison to coming US deals. We still awaiting USA news- Aussie profit, Silica sell off, etc all good to make underlying Sp worth at least $1. Aussie profits only, as we are paying 'u know who' a huge 40% royalties in OZ only.
5% elsewhere in the world- so the rest of the world is our ultimate upside. Aussie derisked... looks good and a great 'proof of concept' plant for everywhere else in the world. Near 10 Mil pa odd profit is not what we after... only in Aussie. 100M++ in the years to come is what LTers are banking on.
But we really want the big news from US... takes time and we getting there IMO.
Come on USA deal... We have the Ops Director from SSC, now the deal on the dotted line is what we want. Details of the 250,000 ton plant and timeline, etc. Writing on the wall- not on the dotted line as yet.
Patience...patience...Lol.
Good find Rod... however Aussie a minnow in comparison to coming...
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