Andrew Bowering – “We’re in a best of both worlds with this asset”
Prime mining is experiencing the best of both worlds with gold prices far in excess of processing costs and potential for substantially larger deposits than previously anticipated in the Los Reyes project in Mexico. All-in sustaining likely to be $900-$1000 per oz, or lower. After the global reset, we may see a greater focus […]
Renato Tichauer – “Latin America poses major challenges, but US infrastructure investment will help with manganese prices”
Vanadium demand depends on US infrastructure investment and the US is way behind on updating it’s infrastructure. The cost to bring manganese in Brazil from the mines to the port area is expensive and not reliable. Payment receipts are uncertain from Latin America including Columbia who is in total shutdown, including banks. Europe was […]