Many thanks @Showtime and @Andrew69. I watched both crux interviews and definitely get the sense they are on the lookout for inorganic opportunities that improve vertical integration and/or add to mine reserves. Will be fascinating to watch share price action in the next few weeks as the macro issues around cobalt supply bubble away and the idiosyncratic action Bryce & Co come to the market with come into play. Certainly feels like we will be capitalised at $1bn before the year is out.
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