some titanium links and questionsHere's some general titanium links, mostly to do with the new refining process. Sorry if any are reposts:
https://www.canadianminingnews.com/titaniumrevolution.htm
https://www.msm.cam.ac.uk/Department/Material_eyes/6/techbreak.html
https://www.britishtitanium.co.uk/
https://www.min-eng.com/commodities/metallic/titanium/news/2.html
Questions:
Ok, I bought a lot (by my humble standards) of rgz today, many thanks for the lead metaldog. A ~$10m company with a 260m x $300ish hole, well that's good enough for me. And they get 10/10 for infrastructure & location. I guess I'm only uncomfortable about betting on a field I know very little about, i.e titanium & iron.
Are there spot markets for these things, or is it all sales contracts & offtake agreements? What are the specs on the deposits currently being mined, and how might this rgz deposit compare? Are there loads of on-paper profitable deposits sitting idle due these elements being quite common? How is Chinese demand for Ti looking? If this deposit is as good as we're hoping, would it force itself to the front of the global queue of Fe/TiO to be developed next? Are there any guesses out there as to how much demand would grow once the new process has x .25'd the Ti price? What are some other possible negatives I've never thought of? ??etc
thanks for any answers.
istari