JRV 8.33% 1.1¢ jervois global limited

Ann: Jervois appoints AFRY to lead Kokkola expansion BFS, page-20

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  1. 1,774 Posts.
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    Fair point elzephyrus, no argument from me.

    JRV has a bit of bridge building ahead of it, as most developing businesses do. Once completed, the numbers seem likely to be in line with the narrative for battery metals and there is a fair bit of upside in the share price.

    Presently, the narrative is ahead of the corporate/financial reality.

    In my view, the main uncertainty is WHEN the business finds its profitable feet, not IF.

    Curiously, as I get much older with ever decreasing time left, I have become far more patient as an investor. Thus I am happy to wait for this one.

    Management is in more of a hurry than I would like, but then again, so are most of the punters who punt on HC.

    GLTASH
 
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