RE:RE:RE:RE:New NASA Alloy GRX-810.Wres...no chance. their resource is such an extreme low grade that it will always be very challenging to produce at breakeven let alone make any profit....
but some crazy offtaker could to keep it running just to ensure a steady western supply of tungsten; any profit would be then made further down the production chain.
that mine has been dead for longterm shareholders since long time; was only good for flippers with a high risk appetite.
as to the others, i dont think managment need to take any gambles with those. Almonty is in a very luxurious position with a huge reserve with a good grade and then possbily the moly...in addition not all mining areas have been fully drilled yet.
stick to Sangdong (Tungsten Phase 1, Tungsten Phase 2, Tungsten Process Plant, Moly Mine, potentially Moly processing..) for now...we need nothing else.