Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-8

Hi blakesley, I can't find anything in Nickel or Cobalt that isn't overpriced - probably because every man and his dog and the media have been banging on about these metals for a while. Same for Lithium. 6 months ago, so many of these Ni, Co, Li stocks appeared fully valued, though most were still only in the development phase. Right now, graphite looks like the big dark horse, so I put any spare cash into one or other of my 2 graphite plays. If you listen to either JDV or Mark Thompson (TLG), they both talk a lot about how critical product (graphite) verification is with the customer. Both BKT and TLG have very large, high-grade graphite deposits, and big production targets (100-500ktpa), and very significant potential upsides to their SP if they succeed. I can't find any Ni or Co stocks with financial metrics anything close to BKT and TLG. Can you ?

All IMHO, DYOR