Curious how much of the significant 40c break is due to this evaluation of IOCG targets as no significant graphene related news has been released during the last month or so. Graphene commercialisation for all the hype will be a long hard slog so I don't think the Cu/Co/Au/Fe targets should be just a side show. In fact if we are coming to period of significantly higher cobalt and copper pricing then some success on this front could enable additional funds and less dilution to build larger graphene facilities. A cobalt/base metal spin off would also make no sense when you look at the locations relative to the graphene resources. Would not mind seeing TLG picking up further leases in Sweden in fact.
Something to keep an eye on, tsx listed company has focused on Sweden acquiring further leases for cobalt, lithium and other energy metals.
http://leadingedgematerials.com
Ann: Talga Evaluates its Cobalt in Sweden, page-15
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