SRL 6.90% 27.0¢ sunrise energy metals limited

Bloomberg reporting Sunrise Granted Major Project Status, page-123

  1. 583 Posts.
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    you’re right though there is interest, it’s selective though
    in my mind folks are mostly interested in Ni/Cu sulphides and lithium because they represent low capex cash flow opportunities
    sulphides don’t have scale though and EV megatrend needs scale.
    to me sunrise is a stock you invest if you are a proper EV bull, including the lightweighting piece. So that’s where my “lack of interest” arguement comes in
    most go for the low hanging fruit sulphides with amazing IRR’s, those project don’t give OEM much confidence though
 
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