The future for JRV with SMP at full refinery name plate capacity looks bright and I think investors are only starting to wake up to the realisation of what the macro environment tailwinds over 2022-2025 will do to nickel and cobalt pricing and demand and with their trading capability the incremental earnings and cashflow for JRV that comes with that and the ability that gives this company to grow from there..
The additional unseen value is what this impressive mgmt team will add to JRV over the next few years through acquisitions like they have already shown they can execute with SMP.
Recent Crux investor interviews on youtube give some real insights into where JRV is headed.. the next Glencore size and scale is a real possibility 7-10 years on from here and that share price is in the strataosphere versus today's level. This one is a keeper which I expect to be rewarded for handsomely!
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1.1¢ |
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Mkt cap ! $29.73M | |||
| Open | High | Low | Value | Volume |
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| JRV (ASX) Chart |
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