Nickel will be in strong demand and short supply, whatever, given developing economy needs eg india. Cobalt, stable, ethically mined and cost effective supply required from outside DRC. Long mine life and low op cost profile will make this attractive under any scenario for a chinese, indian or western multi-national if SRL cant get it done, and at a MUCH higher equity acquisition cost than the current SP
Below 60 cents, page-19
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