u/Zinky_Z

▲ 1 r/ASX

SVM DFS then add free REE

Kasiya is destined to become the world’s largest producer of both natural rutile and natural flake graphite both of which are designated critical minerals by the US and EU.

RNS released 27:5/26 confirmation
"Kasiya’s monazite concentrate contains all four magnetic rare earth elements — plus Yttrium — at TREO basket ratios consistent with or exceeding benchmark
operations, potentially recovered as a by-product of a project that is already at DFS stage with a US$2.2 billion pre-tax NPV8"

Rio hold 19% and the clock is ticking re a potential take-out, however indications appear Rio will stand aside and let it run (better for shareholders).

If this does not put a spark to the share price, we will just have to wait for Rio.

reddit.com
u/Zinky_Z — 3 hours ago

EPA just landed

Ax per Shaun's insights in London, the EPA is approved with full recognition of the "Night Parrots".

Telfer upgrade and Haverion all approved, however trucking is a day find activity - this was fully understood by the team abd meets the objectives,

Next step (when team are ready), is the potential expansion of the Haverion site for (wait abd see)

reddit.com
u/Zinky_Z — 1 day ago

$8,000 GOLD ask Deutsche Bank

Deutsche Bank is predicting Gold is going to hit $8,000 by 2031. Why is the world so distracted by this precious metal now?

Simply, just look around you, geopolitical chaos, USD being actively devalued, countries hoarding gold (sometimes secretly via the HK Gold Vault) and more (needs a separate post).

AMRQ (like other Gold producers) all sit in a luxurious position that they "Print Money". They state by Q2 Nalunaq will reduce their AISC costs to $1450 and recovery rates will be in excess of 90% and there is so much more to come ..

reddit.com
u/Zinky_Z — 2 days ago

Back to A$15? Factors in play

GGP forged ahead and hit A$15. This surge was not just Gold bouncing back on geopolitical tensions easing, but more by way of more discoveries, drill results, cash generations, Haverion and other potentials. Then add in OC (yes OC - O'Callaghans) and we have a world class asset and team with more to report.

GGP has various analyst forecasts but all appear based on what is currently reported .. there is much mor to come. Once various geopolitical issues become clearly, this risks surrounding gold should dissipate.

reddit.com
u/Zinky_Z — 3 days ago

Quality Outfit: Re-Rate incoming

AMRQ as documented in various posts and Substacks, continues in its journey from frontier glacial wilderness explorer to masters of their environment.

The mind set of Scandinavian / Nordic / Inuit peoples is something to be admired and embraced and you only have to look at the significant engineering projects run by Norwegians (including Icelanders) to see why.

The ability to work with the environmental conditions and harness their benefits just sets the team above and beyond.

The delist from the TSX now completed, now drives forward the main LSE listing from AIM. As many funds are restricted from investing in AIM stocks, this is a catalyst for recognition, re-rating and exceptional growth opportunities as AMRQ appear the natural goto Greenland explores.

reddit.com
u/Zinky_Z — 3 days ago