ETM 5.88% 3.6¢ energy transition minerals ltd

Trump China Deal, page-25

  1. nro
    9,742 Posts.
    lightbulb Created with Sketch. 3800
    There you go again GBB. You dont address the CAPEX explained prior or offer any MP opex. Just state you FEEL its cheaper and even if it was it make little impact due to
    a) world demand increase far outpacing such a minor contract offtake jump
    b) MP was operating before without much effect to the world market or even when it closed
    3) Its a renewed contract so you fail to say its nothing added really just a new agreement for a little more added in offtake
    4) Finally MP mine
    cerium, lanthanum, neodymium,and europium seemingly in that order.
    GGG mines
    https://hotcopper.com.au/data/attachments/1933/1933256-c84019879f992b04ffff9f846325a772.jpg
    So its obvious They barely overlap and in so why Shenghe have taken a liking to GGG as between these two they will have a fuller spectrum of REEs in which to offer.

    You clearly cant hide these facts GBB or even dostort them like you try.So maybe try again on another topic that will hopefully hold more validity then what we see right now.
    Just like the JORC compliance was proven on GGG and now you hide from answering to this and your statements that it isnt.
    Fail.
 
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