More watching and waiting than entering. Good prices since Oct 20 but nothing shred up yet. Almost every Ni and Li miner racing for discoveries. And let's face it, spoilt for choice at the moment.
ESR maybe advantage is the personnel, the ground, the during of rigs and funding, use of tech, proximity to POS and processing if required. CD not the only MD/CEO to spruik, JP same issue on SGQ and Aiden cops it on AOU at times also.
Agree with PG, this has spiked on no news with no one on board last few months. A few times. It's not what I want though, wouldn't reject it but prepared to sit and see what exploration brings into middle of next year.
World still not out of covid. This has impacted supply in Indo etc. Being referred to as perfect storm by some media. Demand will come for ESR but it needs to sure up resource discovery and not just tease.
Ann: Massive Sulphide Intersections Continue at Carr Boyd, page-134
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