VUL 0.59% $3.43 vulcan energy resources limited

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    yes thats right. just like other companies, they clear the decks at the AGM, ratify key decisions. Then they can start communicating. PFS due in December. I expect it to be very large in scope. starting at at least 60k tonnes of not 100k.

    Most people think I'm too ambitious andd aggressive in my estimates. as a normal plant starts at 20k. Ganfeng is a very large producer at 57k a year.

    if Vul dont aim for at least 100k. I'd feel they are failing to take advantage of the opportunity.

    Watch out for a JV with a current geothermal power producer. This will reduce risk.

    Exciting times ahead. Should be a good Christmas
 
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