Dennis Rowland

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Dennis Rowland

Dennis Rowland

@Geo_Critical

Managing Director @CornwallRes | Redmoor W-Sn-Cu Project | #SML @StrategicMnrls | UK Critical Minerals | Views and Typos My Own | DYOR

England, United Kingdom Katılım Nisan 2019
436 Takip Edilen288 Takipçiler
Dennis Rowland
Dennis Rowland@Geo_Critical·
Here we go! Not sure we need a breakdown for this one! See you Thursday! #SML
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Dennis Rowland
Dennis Rowland@Geo_Critical·
@paola_rojas Interesting, must have been before my time. Redmoor is Europe’s highest grade, undeveloped, tungsten resource. Amongst highest grade globally. New MRE and economics incoming before end of Q1
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Paola Rojas 🐝
Paola Rojas 🐝@paola_rojas·
@Geo_Critical hadn't seen that they added tungsten (we did some work for them many years ago). LSE is a bit tough from here but thanks for highlighting it
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Paola Rojas 🐝
Paola Rojas 🐝@paola_rojas·
Tungsten-related stocks have had a cracking year since export restrictions from China started. Now getting an extra oomph given defence applications. Over the last year: - Almonty Industries $AII 900% - Northcliff Resources $NCF 800% - United States Antimony $UAMY 500% - EQ Resources $EQR 600% - Allied Critical Metals $ACM 600% - Fox Tungsten Ltd $FOXT 300% - Tungsten Mining $TGN 240% - American Tungsten $TUNG 190% - Fireweed Metals $FWZ 120% - Thor Energy $THR 10% - Elemental Royalty $ELE 13%* Percentages are rounded down, because seriously! *royalty only
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Dennis Rowland
Dennis Rowland@Geo_Critical·
• Tin & Copper recovery remain broadly unchanged with the report highlighting next steps of flowsheet improvements for PFS testworks • Kept this one simple but the testworks were super detailed • Final input dataset to the upcoming MRE & updated economic sensitivity analysis
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Dennis Rowland
Dennis Rowland@Geo_Critical·
• Basically, early separation & focus on recovery of WO3, our primary economic driver, is key: Coarser is better for tungsten recovery • Thos is where Redmoor’s strengths come in. Its coarse & clean wolframite mineralisation can be recovered early in the flowsheet.
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Dennis Rowland
Dennis Rowland@Geo_Critical·
RNS Breakdown #SML • Met flowsheet testwork complete • Results confirm significant increase in #Tungsten recovery @ 85.8%, up from 72% • This 19% increase in recovery of W to concentrate will feed into economics • Silver recovery confirmed, & contributing to copper con!
Strategic Minerals PLC@StrategicMnrls

Redmoor Metallurgy Updates: ✅ 19.2% more tungsten recovery, up to 85.8% ✅ Confirmed silver recovery Considering #tungsten price, more recovery could be transformational for #SML. 👉 shorturl.at/ychG0 @CornwallRes @CIOSGoodGrowth #UKSPF #CIOSGOODGROWTH

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Dennis Rowland retweetledi
Ed Conway
Ed Conway@EdConwaySky·
🚨Clearly there's loads of news today so there's a chance this gets ignored but... it is a BIG deal. Britain, the country that invented free trade as we know it, is raising steel tariffs to 50%. Biggest tariffs since Brexit. A massively symbolic moment. news.sky.com/story/watershe…
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Strategic Minerals PLC
Strategic Minerals PLC@StrategicMnrls·
#SML has raised £4.7m, led by a prominent international investor, to fast-track the already accelerated development of the Redmoor #Tungsten #Tin #Copper Project 🚀 A clear endorsement of our high-quality asset base. 👉 shorturl.at/YaLT1
Strategic Minerals PLC tweet media
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Dennis Rowland
Dennis Rowland@Geo_Critical·
@Alexsei88 Well argued. Mad thinking 1-1.5k price could be a floor There is clear evidence of a shift in markets & need for new supply. Higher prices should enable this, even for dogs of projects for a short time Very good for some projects like Redmoor that could operate on lower prices
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Alexsei
Alexsei@Alexsei88·
Tässä tämän hetkiset ajatukseni volframin bullmarkkinasta vuosille 2026-2027. Tämä ei ole paniikinlietsontaa eikä pumppaamista, ainoastaan oma tämän hetken näkemys tilanteesta. Näkemykseni myös muuttuvat sitä mukaa kun saan uutta tietoa Iisakin kirkkoon. #Tungsten $EQR.AX 🍀
Alexsei tweet mediaAlexsei tweet media
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Dennis Rowland
Dennis Rowland@Geo_Critical·
@h1bennett @StrategicMnrls @CornwallRes @PriorityDrill Even better when it’s fully setup in the field and producing core. This programme is incredibly important for the PFS. It was significantly de-risked and made more efficient through the excellent results of last years programme. More to come!
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Dennis Rowland
Dennis Rowland@Geo_Critical·
• Drill pad establishment is underway with Rig 1, setup to follow. Drilling to commence shortly • Further programme details to follow • Congrats to my team who have managed to progress into this drill programme so quickly following the completion of the last #DrillBabyDrill
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Dennis Rowland
Dennis Rowland@Geo_Critical·
*subject to successful completion of programme • Primary input required for data into the prefeasibility study for Redmoor • Planning application works advancing well and expected to be submitted in early April. This will add more drill pads & the capacity for more rigs #SML
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Dennis Rowland
Dennis Rowland@Geo_Critical·
RNS Breakdown: • Milestone hit with the signing of the contract covering the full resource infill drilling programme at #Redmoor • Rig 1 onsite! • Fully Funded drill programme 💪 • Infill programme designed to convert inferred resources to indicated* #DrillBabyDrill
Strategic Minerals PLC@StrategicMnrls

🤝 #SML subsidiary @CornwallRes signed a drilling contract with @PriorityDrill to commence a resource infill drilling campaign as part of the PFS at Redmoor. Aims to convert from inferred➡️indicated mineral resources and provide a reserve calculation. 👉 shorturl.at/hbtKJ

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Dennis Rowland
Dennis Rowland@Geo_Critical·
@Alexsei88 That one brings back old memories. I’m not sure anyone expected prices to rise this far, but the article just didn’t understand the fundamentals
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Alexsei
Alexsei@Alexsei88·
Tomppa oli volframissa mukana jo helmikuussa 2025 - oikeasti jo aiemminkin. Häneltä myös UAMY-pelin keksin joskus 2024? Kova ukko, mielenkiintoisia nostoja! Javier Blas oli väärässä volframista, Mafia oikeassa. Tietysti, ei aina voi olla oikeassakaan. #Tungsten $EQR.AX $UAMY
tomppa@tomppajo

@opinion @JavierBlas Okay but does the price really matter if China controls the supply chain of said minerals and completely shuts it down to non-friendlies?

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