I think it's a theme that'll play out strongly in coming years as investors realise there's so much more to the rise of the battery market than just lithium.
I was pleased to see Jordan include these slides in his
Presentation - which, incidentally, I hear went down quite well with the Singapore Mining Day audience:
(Click image to enlarge)
I believe light bulbs are beginning to go off everywhere as miners and investors alike realise the likely global under supply of a raft of commodities as the world 'electrifies'.
I cited Benchmark Market Intelligence on another thread. They're saying no fewer than 62 new cobalt mines:
...And indeed,
72 new nickel mines will be need by 2035:
I expect Quicksilver to be among 'em.
The project's unique mineralogy, which looks good for low cost mining and simple, cheap beneficiation - not to mention that it's well located with surrounding infrastructure - makes it more likely than most in my view.
And the punt from 2.8c (market cap just $5.5M), with ~$1.5M in the tin and an experienced and motivated Board at the helm ...well, I think the punt is pretty much unrivaled.
Give us a fair wind from the markets, and only a cursory nod from the gods of exploration and mining, and I reckon this is a multibagger par excellence.
(Of course, all the usual caveats apply.)
