It's about having an economic deposit, not just a promising ore body, or even an anomaly. That means good commodity prices, good consistent grades, good metallurgy, good probability of resource and mine life expansion, good jurisdiction, good proximity to infrastructure, eg. road, rail, port, water, electricity, labour...
CSD ticks most of the above boxes. The mill alone is huge. They're already tipping a lower output for Q2!? The optimist in me is hoping (I hate "hope" when looking at an equity) that it's a case of, "Under promise and over deliver." Nevertheless the market has been made aware of guidance.
If I were a PR poker (I'm not, I still have my soul (goes for lawyers too)) I'd begin a campaign around the one sexy metal CSD has: TIN. It's Apple, it's electronics, it's the future, and there's not much around in reliable, safe jurisdictions. However, as Whisky said, "I doubt there will be much PR untill (sic)the paperwork and DFS is finalised,"
This puts pressure on two fronts: a) management to complete the DFS, and; b) Wanguo to drill-drill-drill, find a glory hole, or very economic consistent grades (remember the Sn extraction metallurgy is currently a hair above 90%) and begin to conceptualize a profitable Sn, poly- (in demand) metallic producer. That's what I think would be the preliminary PR strategy's launching points.
Concerning mining economics give a listen to the interview linked below. I don't give a fig for Taylor, but Cookie is a legend. Smart and honest, no mean feat when the TSX Venture is your moose pasture stomping ground. He's also made and saved me money during those halcyon 00s!
http://jaytaylormedia.com/media/BrentCook20150421.mp3
OV
It's about having an economic deposit, not just a promising ore...
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