All of this we like. Everything is headed in the right direction, just not as fast as some would have liked. Clearly yesterday's announcement they are very excited about and good to see that we may see some numbers pre Xmas. Busy first 6 months of next year. Hard to decipher much out of the quarterly numbers. Impossible to know what has been included, receipts look low IMO but quite possible full or part payment of the second shipment wasn't received until after quarter end. Not reading too much into any of that at this stage. Good to see smelter credits kicking in from Q1 2022.
I don't think most, and I will put myself in this category, really understood the significance of yesterdays announcement. I understand that battery grade MSM has stringent impurities requirements so if they are producing at a purity that exceeds industry standard that's huge for starters IMO. Although economics are yet to be quantified IMO will represent significant valuation upside and very much looking forward to the scoping study!
E25 Price at posting:
$1.82 Sentiment: Buy Disclosure: Held
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