I am here. I await announcements. Meanwhile, I note price...

I am here. I await announcements. Meanwhile, I note price fluctuations.

I think Co is the element with most to gain from batteries.

We face a 'fallacy of composition' as FCC is worth a motza or nothing. If it finds a decent deposit, we all gain enormously. If what it finds is not commercially viable, FCC is sunk. How to value FCC in the meantime? Halfway between? A third up? Hmmm. Whatever Mr Market values FCC at today will be soon be wrong.

That is probably no comfort to anyone. What can I say? Go Trent Mell & team!

Ash