I like ARL over AUZ generally. But right at this moment, that is...

I like ARL over AUZ generally. But right at this moment, that is a complete no brainer. Because the time to buy AUZ would have been before the off take agreement. Now, there is all risk, and no catalyst. Yes, I know they have other properties, and to be honest, I am not as detailed knowledgable on AUZ as I am on CLQ and ARL. I like ARL because they have as much cobalt as the rest of australia combined, and all that for under 100M MC. That gives me huge upside, and what I perceive as limited downside, because that cobalt is coming out of the ground one way or another. Their nickel deposit is huge as well, they got a lot of other side stuff, and also other properties, which they hint at spinning off. There are a lot of reasons ARL has impressed me as being "investor friendly", they legitimately seem to be focused on creating investor value. Not sure about AUZ management, they seem to be less investor interest oriented, and more marketing oriented, that is just my impression.