I agree with you re: S 232. High tides raise all ships and most will recall Rick Rules comments about the last bull run where all U stocks went on big runs. The difference this time though, there are far more U-stocks.
I never contact companies. Why? Because they cannot tell you anything different to that info which has been released to the public. Are you saying Peter has told you differently re: Water? 100km for water is costly, no matter which way you spin it. Think of a distance greater than Sydney to Wollongong. There is a reason the company is still looking for closer sources...
And to be a producer in the next bull-run, AEE needs the Mauritanian government to spend on transport infrastructure to ensure it is compliant with international laws for shipping U. What is their incentive and when will they pull the trigger to ensure they are ready on time?
"Interestingly you won't acknowledge that Peter is in China. Do some proper digging and find out what he's doing there. It'll take time and you will need to contact some other people outside of HC."
Maybe I need to join the private Twitter echo chamber. Why would you not share your special insights here? What is the source? Peter?
PS Interesting you post selective bits from MasterMines. You forgot to post the bit where he said only ore grades greater than 0.8%. But then that would not suit your bias. Also, think about why MM has not posted about the big new V mine opening in China or why a whole V source sector (spent catalysts) was missing from their V report.
Re The big players do not look at MC/SP. Seriously? The MC and ASX rules re: dilution limit how much can be raised by a company. The limit is 15% but then an extra 10% can be approved by holders. AEE has already used up a chunk of the 15%.
Re Haggan SS: I believe the numbers will be great. But it will not mean a mine in Sweden. Environmentalists will block it, imo.
AEE Price at posting:
1.2¢ Sentiment: None Disclosure: Not Held
(20min delay)
