Browsing Tag
FAST-41
2 posts
South32 (S32) reveals $1.1bn Hermosa Taylor capex blowout, but stretches mine life to 33 years as zinc, silver upside grows
South32's Hermosa capex jumped US$1.1B on US tariffs and shaft delays. A 33-year mine life and US$4.5B spot NPV ask whether the market is pricing it right.
Why Resolution Minerals (ASX: RML) FAST-41 selection and Idaho antimony assays matter for U.S. defence supply chains
Resolution Minerals secures White House FAST-41 permitting status and unveils expanded Idaho antimony modelling. Read the full strategic analysis.