I just posted this on our info club channel on e25 today - thought Id share it here- Im a historian - and from a historic point of view you gotta love this vid below. watch Australia rising through the ranks. And this is just for bog-standard manga. for the real valuable high purity manga Oz (IMO) already has more reserves - mainly in Butcherbird. And fingers crossed with FRB (hopefully) close behind. So as the EV market increasingly moves to use high purity or battery-grade Mange instead of so much Cobalt and nickel for batteries - becuase its proving safer cheaper and more reliable for supply, - and say you are undertaking a multi-billion $ retooling of your Korean, German, French,Japan or Californian battery making or car manufacturing plant - the one thing you really, really need to feel confident about will be the security of supply for the next 3 decades- right?. So who would you turn to for reliability or security of supply from the top 3 producing countries? SA under the ANC? **on under ? or Oz?- (or even Ghana or China or Brazil below them)
Correct. well done . The answer is Oz (unless your Chinese).
So where to go in oz then - BHPs Groote Eyland (Gemco) and OHMs (Butu creek) two big manga mines that have done most Oz production till now are now running out of ore in a decade - and as they deplete it's getting crappier quality, more expensive and will run out in both mines under 10 years- (which is why OHM has agreed to offtake all E25's ore to mix with its own to keep quality up) Also not good for high purity or battery-grade material ....or there's the new fresh young teenager now joining the team who will take over - E25 butcherbird (and hopefully with his younger brother FRB not far behind ) with 40 years proven reserves and clearly more there too.
They are positioned down a smooth empty tarmac road just a couple of hundred klicks from the accessible, efficient and modern port of port headland, and all in W.A one of the most recognized secure and reliable mining jurisdictions in the world for the last 30 years. Whose govt are not commies or massive corrupt crooks... well maybe not? - with a stable government, intelligent workforce but unfortunately a chronically undereducated populace who say things like 'Fair dinkum" and "s'gan" that no one else understands!.(...Ok Chillax ... just joking!)
So From a logical historic point of view, IMO E25 and FRB stock prices are just at the beginning of their big runs to over 10$ a piece. I reckon the general market still hasn't figured it out yet.
Just a few of us ASX junior stock heads and some Justin groupies still alone in the room- we are at the party early but IMO many more should come to this party - the international money, the slow-moving funds with scared-to-stick-their-neck-out and risk their fat salary and bonus type managers - the ones who pile in only when all the others do and its safe cos if it falls they all fall together and so have an excuse and so can keep their jobs.- yeah those ones.(
So lets keep skating boys and girls ....yup towards where the puck is gonna be. 16$??
(20min delay)