One of the clauses for the Grant was around collaboration with other ESG initiatives (Green hydrogen and PGE tailings) .... to create the value added vertical integration. Something we have not been particularly good at in the past.
In recent interview Vincent mentioned he thought BYH was undervalued because people hadn't realised how valuable the tailings stream was. Looks like they are going to move it up to a measured resource (from inferred/indicated) I know this is a bold assumption, given they haven't done the work yet (as per Table 1) but 31m Tonnes of tailing at 761 ppm .... is that 41,000 tonnes of Nickel? DYOR Presumably over the 25 years. 1640 tonnes of Nickel per year.
So that's why the collaboration is important and why people haven't yet realised the Tailings value. So it will be good to get a hard number on it.
AVL Price at posting:
7.6¢ Sentiment: Buy Disclosure: Held
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