I suppose it really depends how long a slump battery materials are in. Looking at the volumes/growth of battery production (very strong) doesn’t seem structurally like a prolonged downturn. Nickel has challenges with supply from Indonesia but lithium already showing signs of life. In their recent presentations they were very clear they want to grow their copper portfolio, very attractive I think were words.
If the imminent drilling at Wolverine (100% owned) is successful don’t think it will be IGO doing a favour. Anyway will be an interesting few months.
@zubric what are these skeletons of the past you keep alluding to? Are they really relevant if they relate to past management?
I suppose it really depends how long a slump battery materials...
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