Fair call, I probably wasnt clear. When I say geology I really am looking at everything from structural, which minerals host the commodity, ore crush indexes, pit wall stability, strip ratios... through to metallurgy. Its a lot but I found it instrumental in sorting out the dogs from the ones who have a chance as I can pump the data into various models and see what looks ok. Good for picking up the BS spouted in supposed PFS/DFS documents as well.
I too believe strongly in the Ni/Co space and also have a foot in the HPA camp (which is kinda how I ended up in SMI) I avoided AUZ when I saw Bell was there, he was involved in a goldy called AUC - but I did make some serious coin on that stock. But I dont like the Chinese connection in CLQ, they have very specific ideas around the value/control of commodities in their supply chains.
SMI Price at posting:
0.3¢ Sentiment: None Disclosure: Held
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