Lots of range in terms of the aggregate resource. Grade quality will determine profitability. However, I see Co demand to surge as more and more suppliers come on to market, according to Rick Rule, manufacturers that need Co simply don't bother producing with Co because the supply is so low, but when supply reaches a threshold, these manufacturers will start to create a whole new demand for Co (of course, not to mention the battery revolution coming up with EV and off-grid storage).
As for EQU, I've decided to sell. I think it's overvalued (MC=$47M) for a junior that hasn't started drilling yet. Will come back in when drilling starts and more info on the table.
GLTAH
View attachment 434363
