oh dear - suggesting arl don't know where the magnesium is (hint, they know exactly where it is, which is why their neutraliser costs are low)
oh dear - suggesting arl management all over the place. *checks notes* arl management has spun out gold and gold copper assets via 2 x IPO, sold off non core gold assets and is working with csiro on sulphide/laterite ore blending as it strategically searches for sulphide in its ground. note: the only reason csiro finds for sulphide/laterite ore blending not occurring is that they are typically not found adjacent. arl management has held off big bucks on DFS until size/scope of project is firmed up via strategic partner dialogue - standby for 3.5Mt using the high grade goethite ore, with reserves to be updated prior to dfs
oh dear - location - Kalgoorlie quite simply one of the best mining jurisdiction in the world including they battery metal crc (BHP, BANF etc) down the rd - NSW has a few too many lifestyle land owners with influence to be considered "mining friendly" these days
arl for Ni exposure
srl for cobalt exposure, maybe?
oh, and don't forget to check the srl cut off grade when looking at resource/reserve size - it might be why a dfs has been completed but the project stalled at that point? i am only guessing, not following closely
SRL Price at posting:
$2.20 Sentiment: None Disclosure: Not Held
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