Binwood always good to have your steady hand bringing me down to earth. I also imagine that given BB's conservative and non Ra Ra style the SS will be much much more conservative than I am promoting on that last post. But what im saying is not wrong. just not being overly conservative.
Sometimes we've got to let ourselves have some fun in these dark and dull SP days!! and just show the potential.
Anyway as long as the market numbers work when its conservative and smaller they should work even better better when its bigger and cobalt price is taken as what it actually is and actually looks like will be.
Lets just look at AUZ - they are running i'd say about 7-8 months ahead of us in development schedule right??. They only got their jorc out about 5 months ago (wasnt it?) and then they were only capped at around 30 million- today 4.5 months later they are capped at 280 million and have just got their first big buy in and offtake agreement from SK inovations (huge korean battery makers). This deal is being done even before they have completed their PFS. I see CLA on the same trajectory.
Many the larger battery metals guys in the taxi queue ahead of CLA -Thoose who are proving real and larger numbers out there, (and most not even with such good grades) are now getting chunky buyins and offtake agreements from the big (mainly Asian) end users .
Great Wall Motors and Posco Lithuim with PLS,(about 2 years ahead of us)
toyota Tshuo in with ORE
beijing easpring with CLQ
Some Candians are getting them too.
and there are so Many many more end users left. The Europeans and yanks for example havnt really even started yet -they are so far behind China. Who are they going to turn to outside the DRC?
CLA Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
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