RE:RE:RE:Avanti Closes in on FinancingEven................while I'll carry on about the founders management of the capital structure, the fact is they gave us a viable project. That's positive because so many TSV-V projects are holes in the ground and not much more. Some may speculate that there are so many empsty holes in the TSV-V that someday, the TSV-V might implode. Avanti is not an empty hole.
My premise behind investing speculatively in Avanti is based on Avanti's real value of the moly in the ground, along with a little silver. As investors our only access to that value is through the capital structure. So maybe it won't be as significant as we had hoped. It was a speculation after all. I just hope we get out alive with something for our trouble at this point.
The following links talk to Indonesia's continuing policy against exporting nickle and now the Philipines are thinking about such a policy. All of which supports increasing prices for nickle which in turn supports the current moly prices and perhaps will inform moly price increases sooner rather than later; nickle and moly are part of the stainless steel recipe. That's positive.
https://bloom.bg/1lBALlE
https://bloom.bg/Wf8fKC