ARL 5.97% 71.0¢ ardea resources limited

Agree re cobalt, but dont forget cobalt is a minor fraction of...

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    Agree re cobalt, but dont forget cobalt is a minor fraction of our revenue overall. We are roughly 8:1 nickel to cobalt so at current spot prices, nickel revnue is just under 4x cobalt revenue.

    our peers are typically more cobalt exposed than us.

    so really, the key is the nickel price and sustained high proces over forst 10yrs LOM

 
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