Thanks Loop for pointing out to some what should have been an obvious connection to NMT, being any positive for V makes the Slag project an attractive proposition for a potential licencee of the VRP technology, providing NMT with their preferred technology licence royalty approach.
Other notable points from the presentation
slide @12.13 mark showing a rebound in titanium consumption between 2021-2023 a positive trend that supports the potential of finding a buyer for Barrambie
V pricing slides from 14:53 mark where presenter states @15:18 mark "prices below US$6/lb are extremely rare" that supports the attractiveness of NMT lowest cost quartile of production cost of US$4.19/lb
These projects though disappointingly "dormant" are still valuable assets pending a change in market sentiment which this presentation suggests is emerging
NMT Price at posting:
8.6¢ Sentiment: None Disclosure: Held
