Another very nice report. We're blessed to have such articulate...

Another very nice report. We're blessed to have such articulate shareholders who are willing to take the time to share their direct observations.

I agree and I too think this whole Ni-component battery revolution story is getting a little (lot?) ahead of ourselves at this point in time. Particularly when there is so much idle capacity in the global system -- even after excluding NPI. The same (i.e. idle capacity) cannot be said of the Li space, though.

It will be interesting to see what the next 12 months holds in store for the int'l Ni price and whether: a) the NP becomes/remains conducive to a restart; and b) whether management will be able to actually execute a previously stated plan.

Loved your "delirious adventure" reference. So apt.

Z