back to the drawing board

Wiza, Gamias ... levendes as always haha ... yeah u r right, what did Marlon Brando say ...?

2ic ... keep rocking, plenty love it and grinning methinks ...

Cuzo ... we will never know the real story until we are actually producing and showing earnings into sulphides DFS / decision next year

Oly ... someone is soaking up everything offered at a buck ... wonder why. Prob cos they may believe as I do there is so much more on offer here beneath the obvious at surface atm ... and corporate moves are what I'm on the lookout for.

Definition ... grand feng shue master ... one who is attuned to the market feng shue (global macros) and can proactively and stratetigically manouevre the company for the benefit of SHAREHOLDERS eg PDN's timely listing and cap raising on TSX which subsequently saved its ass. We are currently devoid of such entities here as has been shown thus far ...

The problem with CMR has always been its complexity ... so many considerations to optimise ... and such a fluctuating market to overcome. Right now almost priced as a spec with a new plant as its only asset.

However, fear we dont know what the broader game-plan is and again methinks we wont find out until it happens.

As usual the report raises more Qs than it answers ... but what else is new with CMR these days.

Meanwhile someone is soaking everything thrown at him/them at a buck and reckon he/they must be grinning.

I keep thinking we have a PLANT here now and it can be assimilated / expanded for other things as well. Re Cobalt, Mitsubishi Chem just gave the nod for new Li-Co battery plant cos of increasing demand foreseen ... and since Co is usually a byproduct of Nickel supply, any "recession" causing Nickel demand reduction is actually gonna cause a squeeze on Co supply at a time when demand for it will be skyrocketting. Yet we are one of FEW PRIMARY producers to be of the stuff.

Personally BELIEVE forward Co prices used are likely to be found a tad conservative cf to actual in the long run. But yeah, strange discrepencies between what is shown here versus previous analysts calls ... communication breakdown?

Still looks to me we are being bear-raided atm with lotsa negatives floating around yet plenty of buying around and selling drying up (?)

Lets see what next surprise ... am still waiting to get "lucky" haha.

Liquidated my traders this morn on the retrace and sitting bck on the core looking for more "at a price" again ... like being at the races, u can sometimes sniff the smart money (hoping) even if the recent form doesnt read too good haha

Amazing developments .....and most interesting comment early re irrelevance of "oxides NPV" for total fair value. What dont we yet know?

Disappointing overall tho ... expected more from guidance.

IMBOOC