Hi Cableguy
I have a lot of respect for Roberts achievements, how could you not. I do not agree with everything he says.
I think the take home is, that you have to look at both sides of the coin to appreciate its complexities.
I tried to inject a little refreshing change into the conversation here, If you are looking for a more nickel focussed discussion follow this link.
He talks about a nickel Tsunami and refers to the incoming nickel crisis a something like trying to get the contents of Hoover Dam through a garden hose. He also refers to revenge of the miners, consultants just do not get it, Indonesia is a hopeless case for nickel, ESG.
It gets more interesting from about 50 minute mark.
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