General Chat / Discussion, page-9844

Funding pure play mines with no vertical integration is difficult.

As long as the prices remain flat, the economic case, even with a tier 1 resource, is difficult to justify.

China's stranglehold on the sector will not relent, as a matter of fact, it is tightening and getting worse.

You need to be independant of China.

You need to be aligned closely with a western market, western defence and western supply chain.

You need to be vertically integrated.

You need to be able to process oxides independant of a mine.

You need robust ESG credentials.

We have all of these....but we just need to get through this orphan period and pivot to commercialisation.

I know they are pushing for funding and finance to get this done...and the APC seems to be our best shot here