if anyone can offer some answers appreciated.Timelines- What is...

if anyone can offer some answers appreciated.

Timelines- What is the significance and why the pressure on timelines with VRX? - apart from almost everyone wanting a SP increase.

Looking at the usual market size graphs of silica sands the shortage "gaps" are some time away circa 4 years. With that in mind if there was anywhere near a current squeeze, 101 supply v demand dictates anything with our material in it (screens, solar panels....) should already be increasing to a consumer end cost, for the most part IMO it's getting cheaper and cheaper = must be sufficient supplies ATM.

That's my reasoning why off-takes are not hot right now, potential buyers can-keep-keeping-on and hardly desperate . It appears to be similar to other sand types on the ASX with half-baked off-takes. Ultimately the EPA could drop tomorrow so apart from unlocking a paper value the tangible stuff may still lay idle. Keep calm when your phone screen cracks.

All IMO DYOR