Thanks for the reply Peppie. You clearly know your stuff.I was...

Thanks for the reply Peppie.

You clearly know your stuff.

I was beginning to think there wasn't much interest in this story at all, despite the rapidly improving story. That it was just the long term holders on board and very few others.

The Andean connection is interesting... Picking up the new Chairman from Andean may have come from the Sentient connection. I hear they are 'active' managers.

Neither Maccas nor Sentient would be in this for cents, it would be dollars - just like Andean.

i guess my medium term concern with the tight register is that there is not much room for any other serious investors to get on the register, not to mention the daunting prospect for potential large investors of dealing with these combined 50%+ shareholders (who also own 100million options and also provided the finance facility).

Like you, i see plenty of value in this - even to the point where we move the decimal point 1 place to the right.

The ULC Ferrocrhrome is where it's at. That is the big prize. $150m+ revenue from one product, pity it's a few years away.


Glad to hear there are more out there with an interest.