Hi Longrass.... just priced that way?
-But Altura has not drawn on that reserve $50M yet.
And Ganfeng is still taking Altura product which implies it will continue to do so.
..And Shanshan’s Yongshan is galloping at full speed to get its processing plant up and running smoothly just as (hopefully) that 2022 spike in prices arrives?..... (It started construction exactly one month ago today [see here], and somehow I don’t think this plant will warp into another dimension as Lionergy’s inner Mongolian plant seems to have done.)
...And if Seeking Alpha’s writer, Matt Bohlsen, is right, prices have bottomed...
And multiple companies will be wanting to ‘get to market early’ to ensure when that 2022 price spike (hopefully) occurs they are already serviced ?
....all we need now is some great exploration results !
cheers
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Hi Longrass.... just priced that way? -But Altura has not drawn...
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