Well summarized! Like you said, geology is key as always, and the early-stage nature of Nimy’s projects means there’s plenty of risk but also significant upside if the geology holds. The gallium hits >100 ppm and the upcoming JORC Exp Target are definitely compelling, especially with the geopolitical importance of gallium driving potential offtake interest. The recent price action and strong buying ahead of the announcement suggest confidence, but the next steps—defining a resource, securing funding, and drilling out Block 3—will be critical to unlocking the real value here. Masson is a wild card; more copper at depth could transform that project too. A high-risk punt, sure, but the odds are looking interesting!
NIM Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held
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