JRV 0.00% 1.5¢ jervois global limited

Where to from here?After the cheery free wheeling Bryce of 2020...

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    Where to from here?


    After the cheery free wheeling Bryce of 2020 has all but disappeared it would be fantastic if this investor update wasn’t just a reading of a PR script. What do people think is the likely outcome here…


    Scenario 1.

    Mercuria loosen the noose and again give an extension to the terms of their original debt financing deal. https://www.thenewswire.com/press-releases/1LymFd264-jervois-secures-us75-million-standby-financing-facility-with-mercuria.html


    Scenario 2.

    Australian Super writes ANOTHER check allowing time to work its magic…


    Scenario 3.

    The USG makes a tangible commitment to supply chain resilience deliverable now before the November US election and some concrete grounded certainty is provided.


    The IRA allows Brazil / São Miguel Paulista an import exemption?


    Scenario 4.

    A solid partner emerges and saves the day… But who???


    Personally I’ve tired of all the Bryce bashing, it was refreshing to hear this below frame how multiple people in and around the Nickel/Cobalt space have been dealing with unforeseen circumstances.

    https://youtu.be/0WK6GpDqC5Y?si=JgwJ9XFr3c4Ur7Qy&t=3422

    William Thomson - Managing Partner at Massif Capital


    Whose role is it to build out the value proposition of ESG supply chains?


    Investigative journalists?

    Whistle blowers?

    Patagonia Marketing executives?

    Social media Influencers?

    The ex Prime Minster of China's favourite Quarry??

    https://www.youtube.com/watch?v=kLHbtCgIeWw

 
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