To touch on your comments
@olderwiser, I have to agree, for MIN to Invest at IPO stage, CR and Commercial development is no short feat, we as shareholders probably do not give MIN enough respect because of the fear they may take over Hazer one day. MY thoughts have been running on overdrive on where the Hazer is going long term & I, like a lot of shareholders are suffering from FOLD.
I have given some thought that if MIN get to 10ktpa+ production in the next couple of years and the graphite is making some serious bucks, i think MIN will be content on the position & deal they hold with hazer.
Min could potentially own the whole graphite space in decades to come and could rake in millions year on year, Mr Ellison does not have short term thinking for MIN and thus wants graphite from future hydrogen partners as well.
Assumptions are Hazers royalty is 15-25% afters costs of operations, leaving majority of profits to MIN.
Now if MIN Control the graphite market through low cost / high value graphite do they need to buy out Hazer... Not really... Hazer are not competition but partners, so I can only hope this partnership bond strengthens.
Recent AGO acquisition move which has brought on tensions with hazer, is IMO strategically for port allocation at Utah Point in line with their BOSS Bulk Ore Shuttle System being implemented. Other mineral assets are a bonus.
Hopefully Hazer can turn a new page and instill confidence once again in the market, we are close to bouncing back, D2MX are just about done with selling, we just have to try and stay positive as shareholders in the mean time... The tech works, MIN are going to bring us to the world stage and it could be beneficial to MIN if we do get hydrogen partners whether it be primetals or state govt's.
