the past year is in the past now and maybe the extra time is a...

the past year is in the past now and maybe the extra time is a blessing in disguise because everything will get done right the first time. i think we're starting to turn the corner with nickel sulphate produced for the first time. once we get assays to confirm a battery grade product then hopefully we can get some clarity around the offtake because the offtake is the key to unlocking m&a activity

imho, if cvrd keeps the offtake then hopefully the new vale base metals will want jag back. timeline for the new vale base metals spinoff or ipo is 2024. i wonder who will get the upfront 10% stake as final bids went in mid-april. vale base metals got a new chair last week (mark cutifani ex anglo ceo) so things are moving on cvrd's front

RFC says these ASX projects are ripe for a takeover (themercury.com.au)
After dipping to a 10-year-low, appetite for nickel mining M&A is returning. And RFC Ambrian has identified these ASX companies as tasty prospects...ARL...NC1...MLX...CHN...CTM...