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General Chat / Discussion, page-39

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mraligator

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12/03/21

13:08

Post #: 51719552
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Originally posted by setfire2thehive: ↑

You got that straight. There's always a few items that can be tweaked that changed the end figure drastically.

I'm quietly confident with my margin. The only unknown is probably the scandium, which I've touched on previously. yes it's a huge valued add on paper but global demand is around 20-40tpa whilst we can produce triple that annually assuming it as a real cost or inputting into the study wouldn't be accurate IMV. hence why CLQ done the same and only applied 10tpa despite having a lot more by-product.

the second item is whether the SS outlines a staged production profile or is just done on a flat rate. I.e. reality is more likely to start at ~1000tpa output with one module increasing by a module every 18 months to ~3660tpa output.

I'll do a final prediction and summation of what I think the economics will be and I'll do a conservative and bullish cash so that should give people some scope on the bandwidth along with where I think it should land.

What we can't answer is how the market will react. As i have said irrespective of the market reaction I see this as a key stagegate whereby we're now targeting professional and international investment ideally of the cornerstone variety. Most people here get it, but will still be a few external that don't. also would be naive to think there isn't a large percentage of speculators who are literally holding with full intent of selling the news. whether we go up or down is dependent on just how well the market soaks the traders supply.

I'm more interested in what the SS means moving forward than I do the S/P on the day or weeks that follow. it means they can start having tangible fact based discussions with potential offtake parties and financiers about just how economic this will be. Additionally, can flick straight to the BFS, refined the met testing with intention to boost recoveries (massive impact to revenue), test out huge tenement our east for some potential supergene feed.

It will definitely be good to have the detail in the announcement and be able to dissect and also put to rest the 18months of speculation but aside from that when you're thinking 2-3years ahead as I am, it's really just a beautiful stage-gate in project development. S/P takes care of itself long term. hence why I didn't care when it lost 60/70% from 1.4c to .4c. the short sighted speculators provide opportunity, so I welcome a sell off in the short term because I know where this is heading medium and long term and I'll capitalise again on peoples impatience.

very comfortable here, not sweating the small stuff. still a ball tearing sector to be in and IXR categorically sitting on a world class project, cashed to BFS, management are outstanding and there is still a lot of upside in the project. I'll likely call tim post SS release and fill in the blanks between my ears, of course feedback my clarifications here.

disclosure* I have just my second lot of buys parked at 4.4-4.5c fishing for any impatience prior to SS release. not because I think it will go there, but because I want shares at that price if it does. my average is .5c

SF2TH

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hey SF, I know you do a lot on this forum and it's appreciated.. I was wondering if you would put together a DD on ASX BETS sub Reddit online.

if not all good, I will try paraphrase (aka massacre) what you put together and post it. I just figured if you wanted, there's another forum of 60k people who are keen investors

IXR Price at posting: 4.9¢ Sentiment: Buy Disclosure: Held
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General Chat / Discussion, page-39

Week 35 Wrap: HotCopper’s top watched; ‘iron ore winter’ has started; Oz inflation @ 3.5% MoM; Harris fracking flip

The Calmer Co’s Anthony Noble reflects on record breaking FY24

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Consumer Staples Shine Amid Retail Slump – Key Stocks to Watch

Helix investor makes partial takeover bid, proposing board changes

PYC achieves key designation for drug aiming to treat blinding eye disease ADOA

WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

Vysarn acquires Waste Water Services Pty Ltd for $7.5M; WWS to become subsidiary as expansion continues

Consumers cautious according to Harvey Norman, as profit slumps 35% in FY24

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General Chat / Discussion, page-39

Top Stories

Week 35 Wrap: HotCopper’s top watched; ‘iron ore winter’ has started; Oz inflation @ 3.5% MoM; Harris fracking flip

The Calmer Co’s Anthony Noble reflects on record breaking FY24

Lendlease sells off US east coast construction operations in latest global divestment push

Tamboran kicks off Shenandoah South pilot project with SS-2H well spud

Consumer Staples Shine Amid Retail Slump – Key Stocks to Watch

Helix investor makes partial takeover bid, proposing board changes

PYC achieves key designation for drug aiming to treat blinding eye disease ADOA

WA Nifty copper project steps closer to restart with Cyprium Metals inking $40M loan from Glencore

Vysarn acquires Waste Water Services Pty Ltd for $7.5M; WWS to become subsidiary as expansion continues

Consumers cautious according to Harvey Norman, as profit slumps 35% in FY24

Featured News

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