Beautiful reversal and a new trend with ok volumes.
Hopefully minimal stag volumes from placement left.
Rapidly rising V commodity price with a new high. China rebar standards becomes effective 1st Nov. Structural changes in China to minimise pollution reduces V supply creating this V pressure. No new V mines coming online any time within the next 2 years. No new or only minimal V supply and stockpiles available.
TMTs Gaba deposit is world class in a low sovereign risk country.
Would be great if our first batch of infill and extensional drilling is released next week some time.
That would be a perfect timing to trigger a significant move in TMT