It would be nice to see IGO agree to get back to drilling at...

It would be nice to see IGO agree to get back to drilling at Copper Wolf - they have plenty cash, and revenue to mark it down to.
Meanwhile Dogleg Ni is a good play with their Nova operation slowing and other Ni on C and M.

Here is a snip about Greenbushes, IGO's cash cow, from today's ann.

An overview of other key contributing factors is outlined below:

• The Group recognised a lower share of net profit from the lithium joint venture, Tianqi LithiumEnergy Australia Pty Ltd, with IGO’s share of net profit after tax of $552.6M (FY23: $1,603.6M),following lower spodumene prices and sales volumes. Total sales revenue for the GreenbushesOperation decreased 56% in FY24 to $4.6B, compared with $10.5B in the prior year. The salesrevenue was generated from sales of 1,380kt at an average realised price of US$2,192/t"