This was a very good watch. Many people/retailers are very bullish on lithium and forgetting that Nickel is an important ingredient in making batteries. Robert says there is huge lithium available and will be but the problem will be to get enough Nickel. BSX is very well positioned for the future Nickel demand. Now that we have LOI with Trafigura it won't be an issue for BSX to get the row material.
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Ann: Kingsnake adds to Blackstone Massive Sulfide Nickel Strategy, page-108
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