With respect @MtnMusic it is not on you, nor Pie to sell this, though you have wrapped it up in a nice pretty bow, nail on head and all that. I agree with Pie, SG could have and should have spent more time on the nickel/cobalt side, he waffled on far to much re QPME, to the point I started to think if it’s a “red herring”, a deflection.
I watched the preso at work and was interrupted etc, I don’t recall SG mentioning DFS by end year (only 7,
or so more weeks) why did he not harp on that? I also noticed the stutter, possible excitement with reduced CAPEX, though could have also been a ploy. My Q, even if CAPEX reduced since AFS, that is no reasonable reason to be coy. (Ok, no Q)
I was not as sold in this preso as I have been previously by SG. I really hope I’m not over thinking this. If anyone had opposing view please correct me.
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