Excellent presentation clear and simple (despite containing complex ideas).
The first time they've spelled out the goal for Ni Sulphides to battery grade product (plus mixed sulphides and Fertiliser). It is the value add that will come from the WSA scheme of arrangement and generally not easily available to others. it crystallizes what they have learned from their study into NI For battery conversion and what I believe to be as positive a road forward as the move to Li if not as large. Huge win for the quiet Peter Bradford and team.*
I'm really happy with the risk reward mix I get from IGO the risks being in developments going forward the rewards being the current price relative to that.
All IMVHO.
*I'm still hunting around for an opportunity like this in REE. It won't be easy or clear at the start but I have some ideas. Luck will play a part.
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Ann: Macquarie Australia Conference Presentation, page-2
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