Nickel sector is totally out of favour in the market, very little interest at the moment.
I think we will need to start seeing policies take effect, IRA an EU battery policies are really just beginning.
Foreign Entities of Concern starts in 2025, I really don’t think this has sunk in yet. It will exclude the majority of Chindo nickel regardless of %. Just have to wait it out.
Ann: KNP JV Transaction Completion with Japanese Consortium, page-16
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