Lots of likes, no comments yet. Ok, I'll kick off.
Armstrong is 1.8% Ni for 11,500t Ni. Gillett is currently 1.5% nickel for 23,400t Ni. Steve Norregaard says that Armstrong will likely go for much more than the previously estimated $68m free cash flow. Add that to the likely current value of the Faraday lithium of around $90m (what Breaker got for Manna). Nothing so far that I can see that will have an order of magnitude effect on Widgie's market cap so more incremental growth than explosive growth. What have I got wrong?
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