SVM 1.43% 71.0¢ sovereign metals limited

Massively undervalued: These are the reasons, page-4

  1. 334 Posts.
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    No question, the rutile is the jackpot for the company. But graphite will come again, either through EV or because of the lack of supply.

    A few years ago, there were dozens of companies in Tanzania, all wanting to go into production. Not a single one made it as far as I know.

    The best scenario would be one where SVM mines rutile and extracts graphite as an by-product. That would probably lower the AISC massively and they could become the cheapest rutile producer in the world.
 
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