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Benchmark Minerals conference, page-122

  1. 77 Posts.
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    Great summary hunts. Definitely noticed B.B. almost falling over himself to add the "assuming the SS is positive" caveat at the end of what seemed like every sentence - not sure whether this was somewhat telling or whether he just wanted to make sure he was covered by adding the disclaimer to everything.

    Unfortunate that you missed Chris Berry at the end of the day as I think he provided some great insights which I will endeavour to delve into in another post tomorrow. Key point he made re cobalt prices (that B.B. also reiterated) was that the cobalt price is inextricably linked to nickel and copper prices given the complimentary nature of extraction to those two metals. B.B. made the point of mentioning that a rising nickel price would be detrimental to the cobalt price, and in turn likely our SP, given the number of new nickel laterite projects wIth a cobalt credit that may become viable should it rise enough.
 
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