1+ day, 1+ hour ago  (788+ words) NAI500 - Tharisa holds line on PGM recoveries as juniors raise risk capital Tharisa's second quarter production update offers a clean read on operating discipline in a tough commodity tape: platinum group metal output eased sequentially but improved year on year, and…...

1+ mon, 1+ week ago  (101+ words) " Metallurgy gaps: Limited pilot-scale test work, unproven concentrate quality, or a reliance on tolling without letters of intent from smelters. " Power and water assumptions: Unrealistic capex for grid connections, or ignoring regional water stress that could delay permits. " Permitting and…...