Ultimately consolidation or not, it comes down to metrics. If wfe can exhibit significant margins that can be sustained and ore source extended via traditional methods , this becomes a significant rerate on the mc. In terms of where the hype could take the mc - who knows. I’ve seen euc hot 240 mil just on exploration potential. So whilst we are in suspension we miss the geopolitical scenarios affecting the markets, we miss the regression of cobalt stocks and we also get to get far greater progress into the proposed venture meaning greater reality in what’s to come. These tweets are driving me insane - 1620 appears to have the ore source organised. By the time this resumes trading all the reports will be concluded. The investor will be jumping into a cobalt producer.
WFE Price at posting:
2.4¢ Sentiment: Hold Disclosure: Held
