Furious agreement, Desert.
We can see the extra volume of metal going into the electrical revolution +Ukraine -Euro production -China.
Either base metal production increases sharply or prices do and somebody misses out - or somewhere between. The fireworks will be quite a spectacle.
S32 stands to make a lot of money from existing production at the prices needed to incentivise new production.
It enters this era with a very strong balance sheet, FCF and M&A capacity. Poised for opportunity. Acquisitions broaden or deepen multi-metal miner S32, a quality in itself. But who ever sells tier one anything?
Hermosa is a monster. Ambler also, but environmentals.
Watch the Critical Minerals arena carefully.
Ash
Critical Minerals, page-39
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$3.62 |
Change
0.000(0.00%) |
Mkt cap ! $16.39B | |||
| Open | High | Low | Value | Volume |
| $3.64 | $3.67 | $3.61 | $47.73M | 13.12M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 17 | 403303 | $3.61 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.63 | 272610 | 6 |
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| S32 (ASX) Chart |