Thanks Jack - it appears Iluka have encountered issues with their Sierra Rutile acquisition which has been a significant drag but the iron ore price has certainly been an unexpected boost.
Hi Darren, unfortunately, I don’t have a view on NTU as I am unfamiliar with the company. All the best
Hi Matthew, Unfortunately I'm not in a position to give a recommendation but given it appears to be at an earlier stage in terms of overall development, does have a different set of risks and risk profile.
OCC has made an interesting announcement with regards to the first four patients in its CelGro clinical trial but is at a different stage in terms of overall development timeline.
Thanks for your comment Lloyd. Even if Black Butte gets approved, there is still upfront development capex required for the asset to start production. Also, the earnings profile will differ significantly given its different production and cost metrics compared to DeGrussa.