Interview with Mike Young, CEO of Vimy Resources (ASX:VMY). Vimy is on a non-deal roadshow in London meeting investors and potential investors. And reports back that the mood in the market is good because the macro story is well understood. What questions were investors asking about: pricing, contracting, utilities and what Vimy's expectations are...

Demand is coming. What do investors know. What do they understand? Generalist investors want to know. That in itself is very exciting move in the market. When generalist investors come back in to the market it's a good sign.

Mike Young is great value entertainment but he also knows a lot and is very well connected. And does very good job of explain the short-term micro and how the financing in the space operates. And what is happening with supply deficit. Fascinating. Do both sides of the Demand/supply equation understand each other? Mikes says no.

Vimy is doing a refresh on the cost-side. And have been talking to debt providers. How are conversations going? How are they going to market to finance their project? They are looking for strategic partners, but where? And what does that look like. This is the most complete picture Mike Young has painted to date. Listen and tell us what you think. Leave us a Comment.

Company page: https://www.vimyresources.com.au

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