big buyers entering the market, page-357

Up until 28 September, LPD stated that JOrc from alvarroes was to be out October. Then came the gxy alliance. Whilst I don’t speculate the jorc should have nothing to do with the new developments, I have a feeling alvarroes is going to be a cracker or next catalyst, and the delay could ensure it’s cooked to perfection. It is the source that can provide “long term” supply of feedstock. Read long term. It is also very shallow and seems most advanced as jorc ready shortly. (Separation rapids only provides 15,000 tonnes p.a. or half of the required feed for one lmax1. Pioneer peg9 can only provide ph1 feedstock for 5 years or 1 year supply for a full Lmax. ) JW and GJ are ligning up things nicely and the latest Gxy alliance could be for a full Lmax feedstock. But I can see they’re securing a long term supply for ph1 almost complete. Why. It can make so many people here retire early. Phase2 is for super wealthy retirement. I’m only focused on Ph1 at this point. Cheers