AUZ - chart, page-1769

Kaoss939...great article from Seeking Alpha.

Conclusion
Australian Mines is arguably in the top 2 most advanced Australian and global junior nickel-cobalt miners. To my knowledge they are the only junior cobalt miner globally with a 100% off-take deal. They are on target to be a good sized nickel, cobalt and scandium producer by as early as 2020, provided they meet the off-take conditions and can successfully grow their Sconi resource.
The positives are Australian Mines own 100% of three nickel-cobalt projects all in a safe jurisdiction (Australia), all with significant further exploration upside. Sconi already has a respectable 54,500 tonnes of contained cobalt, and 100% cobalt and nickel off-take secured with SK Innovation. SK Innovation will likely take up their option to purchase up to 19.9% of Australian Mines further strengthening the partnership. In effect investors buying in now are really only paying for Sconi and they get potential upside from Flemington and Thackaringa almost for free.