JRV 0.00% 1.4¢ jervois global limited

done a bit more DD, acc. to my sources Scanidum International is...

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    done a bit more DD, acc. to my sources Scanidum International is very close to finalizing mine finance
    seems these guys are working on it, relativly new company but very capable so far
    http://www.redcloudks.com/RCKS_Corporate Presentation.pdf

    I think the what makes JRV so interesting is a possible two-fold approach, if new management is as smart
    as i think, they might make this happen.
    Develop Young and capitalise on the royalties they own. I thought about it and maybe the best thing would be selling the gold royalty and building a specialty/future materials royalty portfolio.

    Noone in the market is currently activly bidding & consoledating  on Lithium/Cobalt/Scandium/Graphite/Tin/... royalties. I think JRV with its strong balance sheet and 2 Scandium royalties + the opportunity to write a additional nsr on Young might be primed to fill that niche.
    -i believe a royalty co specifically focused on 21st century materials could fetch a even higher premium  than the large PM ones like Franco (30times EBITDA).

    If new management makes the right steps 1-2$/share could very well be possible here
 
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