Impending $1 party (again) !, page-246

I guess it's a pretty big supply gap looming at the end of the decade. I don't think the market has had this in past cycles with demand also increasing.

I guess the real test comes as to how much it will now cost to get to production with inflation increasing and who has the skills to get there. Not a risk I'm willing to take, which is why I'm here.

Feel like the early 2000 iron ore cycle playing the China infrastructure boom. China's next boom is consumption and energy, so happy to sit with PDN given they have the most leverage to China not just with LHM, but potentially in OZ. I'm hoping PDN not only gets LHM up and running but another project with the potential cash flow.

Let's see, one step at a time.

DYOR