AUZ 14.3% 0.8¢ australian mines limited

patience pays off, page-366

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    Hi Flippa, it is true that less than half of available nickel is suitable for battery grade Ni Sulph, but the premium for Ni Sulph is also based on the production costs, which as I understand it are higher than Ni metal.

    So when LME open contracts for Ni Sulph it will give us a much clearer picture of IRR for these projects, and given the coming demand Co Sulph contracts shouldn't be far behind, a lot of investors will be interested in these new markets. We already have ETF's for the lithium sector, I think cobalt won't be far behind.
 
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