re: july 15th quarterly report What competition, GIP doesn't produce yet, and won't produce for a few years. Will be 2 yrs plus before starts, and who knows their cost base might even work out to be more then SGW, they don't have a BFS yet, you are just believing the directors.
Why did other companys in the past leave and not mine the material? What problems exist.
SGW share price was more effected by the 2001 drop in tantulum price, it is now more then 3 times that price and rising. It also invested money in the tarmoola mine, which will be closing soon, so that's the end of that bad news.
SGW has the largest tantulum mine in the world, and will most likely increase its production to keep up with the increased demand.
It also has exposure to the Zircon material via its stake in BMX, which is in very low supply indeed, and ILU's mines are starting to get not as good in the west, why ILU is spending 200million in the murray basin right next to BMX's tenaments...
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SGW
sons of gwalia limited
re: july 15th quarterly report What competition, GIP doesn't...
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