I haven't seen this shared in AJM so here goes: [MEDIA] snippet:...

I haven't seen this shared in AJM so here goes:



snippet: (about 40mins)
The circumstances at Altura and Nemaska are meaningfully different, but nevertheless a great reminder that mining or brining of any type is hard. A Cost Over Run is No Fun, especially if timed when Mr. Market sentiment is looking glass half empty, and a project has substantial covenant-heavy debt.
I Feel Good Altura is a reflection of their "in production" status, relatively uncomplicated SC6 business model, modest working capital need and substantial insider support.