Just to keep this forum alive:
I am currently watching/ holding (a very small parcel and planning to add more) on KLL and KIS. KLL on potassium sulphide and KIS is on titanuim. I understand Australia is a net importer of potassium and KLL will be the first producer in this space. KIS was an operational mine in the 80s and now planning to reopen. Given that Tungsten is critical mineral list with 90%+ world supply is control by China, Russia and Vietnam, I understand KIS is very strategic ( including special interest from Tasmania govt) and low cost option.
After the proposed capital raise both seems to be well placed for production in the next year or so. Also both are currently trading at or close to proposed cap raise price. I see them as very low risk and potential high returns prospects for medium term in the small cap sectors.
any comment/ discussion here would be nice..
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