Afternoon Guys,
An excellent announcement once again and NWC are doing what they can given the circumstances re lab turnaround times.
Whilst not directly related to NWC, I think this article (link below) really shows why, if you want to play the Energy Transition theme, that Cu is the go-to metal of choice for investors. There is simply too much technology obsolescence risk in having large exposure to some of the niche battery metals (although a good project is a good project):
https://www.mining.com/cobalt-nickel-free-electric-car-batteries-are-a-runaway-success/
As per the graphic below (unrelated to linked article), Cu is the ubiquitous, non-substitutable Energy Transition metal ... and there isn't enough of it !!
As discussed previously, IMO, the best way to gain exposure is via a number of positions across the quality VMS plays.
Cheers
John
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