https://x.com/grantfwilson/status/1796706572619718694?s=19
So I've Just been reading about BHPs bid for Anglo & how paying a premium for existing mining operations is the preferred path to travel for the majors as opposed to exploration & developing a resource from scratch.
The punt here is that TVN with Speewah Fluorite, & then the prospect of technology unlocking large scale Titano-magnetite resources for V, Ti, green steel iron ore & underexplored areas like Sandover lead to large scale, long term operations.
Any one of those scenarios, in it's own right would be a great outcome, all 3, in time, are worth sticking around for.
https://x.com/grantfwilson/status/1796706572619718694?s=19So...
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