Ann: Drilling update at NTiola, page-325

I sold out of CYM prior to the MLX deal, Nanadie supergene was a big let down. Nifty could be interesting.

It's odd that someone would downramp FFX and upramp CYM though - both are taking/have taken over an existing mine asset to squeeze more value out of it. Both required massive dilutive cap raises - FFX 40M+70M = 110M cap; CYM 20M+90M = 110M cap. The difference between them is that CYM needs an additional 40-60M to develop the Nifty open pit, whereas FFX only had a few mill to put into restart capex, and the rest into drilling, while generating cash from day 1. Another difference is FFX owns its exploratory tenements 100%, while IGO is farming into a 70% JV with CYM. Oh, and FFX owns a tier 1 Lithium asset "on the side", to be spun out, including free shares to FFX holders.

It's quite obvious where the better 'value proposition' is. But CYM could be something too, just need to factor the dilution into market capitalisation before counting your "bags".