rightly or wrongly I think these autos and battery makers still think they have time on their hands. They will try and squeeze the small guy. ATM the market and Ni / co pricing is playing into their hands.
CLQ are re doing their figures on $22.50 Co and $7.50 Ni from what i understand. & doing some benefication things to offest that.
$30 co and $8 ni sulpate isn’t palatable for them atm so $30 co and $9 Ni sulphate ain’t good for AUZ either. Frankly it’s not our market atm. It will be at a later stage.
Ann: Committed to Carbon Neutral Status, page-55
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