I have no doubt you are aware of the ongoing emerging glory being enjoyed by the faithful at CMR.
Seems to me then, given the ground-breaking success seen there with specialist Chinese companies seeking long term resources supplies and given the fact that PGMs are on China's most wanted long term strategic acquisitions list, MAYBE you should now be opening conversations with major sino players along similar lines to the CMR/HNC MO.
Our sino friends aint at all short of a bit of cash ....... reckon holding current 1.2 trillion yankee bucks atm is giving them "anxiety" and have no doubt they prefer quickly acquiring global resources with these greenbacks whilst they still have some value before paper burn really takes hold.
Reckon a starter JV along the lines of the JV partner supplying all capex for half of that 10 mill tpa production considered by Galahad as almost do-able 2 years ago ....... for that 6 mill oz Au / 2 mill oz Pd core at Skaergaard ....... would realise everyone's fantasies in quick time.
I mean, I wouldnt mind handing over half of ten years worth of 600,000 ozs Au / 200,000 ozs Pd PER ANNUM for ALL THE CAPEX provided.
And then of course they could proceed with a feasibility study over the rest at their expense like the CMR oxides starter/ sulphides mega project JV with HNC.
Reckon there would be plenty of Chinese specialist PGMs players most interested in securing their long term needs like this.
Just an Olympian thought. In fact , I'M BANKING ON IT haha !!!
PS Forget the USF's mates like Barrick (OPINION OF COURSE). Their motives remain mixed IMO. Prefer new clean players seriously looking for real long term supply independent of political motivations. Would rather back the Chinese than the yanks from here on based personal experiences.
Praise Aphrodite as always :)
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2.6¢ |
Change
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Mkt cap ! $16.76M |
Open | High | Low | Value | Volume |
2.6¢ | 2.6¢ | 2.6¢ | $2.101K | 80.81K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 76 | 2.6¢ |
Sellers (Offers)
Price($) | Vol. | No. |
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2.7¢ | 85000 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 76 | 0.026 |
5 | 834730 | 0.025 |
6 | 1505000 | 0.024 |
4 | 3630434 | 0.023 |
1 | 43103 | 0.022 |
Price($) | Vol. | No. |
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0.027 | 85000 | 1 |
0.028 | 20000 | 1 |
0.030 | 254196 | 5 |
0.031 | 511006 | 3 |
0.032 | 441446 | 3 |
Last trade - 10.41am 19/09/2025 (20 minute delay) ? |
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