It looks like Mike Bevan and many punters have been proven somewhat wrong by the market reaction to MEI's scoping study. Down 50% post release, economics of pH 4 leaching not as hot as originally expected...
How does the collapse in Brazilian ionic clay pH 4 projects affect VMS Jupiter and market response to their met work once it drops? I do see that some Australian projects have risen off the back of VMM/MEI's fall, e.g. AR3 & neighbour to Jupiter VTM. Market swinging back to Australian projects?
Met results, page-89
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