New Caledonia government falls apart over nickel deal and independence push, page-25

i was literally just about to ask what people thought about the comparison between where EGR and QPM are in their respective development processes. considering EGR has started engineering for Kwinana, they are clearly a bit ahead of QPM on that front but i think QPM are in front when it comes to offtakers. i also believe much more in the future of nickle in particular but also cobolt for cathode production, then i do in natural graphite for the anode. as such i am more bullish on QPM and think we will see a similar rerate as EGR in good time. thoughts anyone?