An oldie, but still a good summary of the opportunity set...

An oldie, but still a good summary of the opportunity set available to JRV.
IMO there are still a number of potential levels of support that might come good prior to the the end of ~July 25.

August 11, 2023
Crux Investor: Why You Should Invest Where Governments Are Spending

https://www.cruxinvestor.com/posts/...nvest-where-governments-are-spending#overview

Support from Governments
"A key part of Jervois' investment case is the high level of government support it is receiving, underscoring the strategic value of its production assets. In the United States, the Department of Defense (DOD) views cobalt as essential for defense systems and sees Jervois' ICO mine as critical to supply chain security. The DOD awarded $15 million to Jervois to drill and study future production potential at ICO. Jervois is also collaborating with the DOD on feasibility studies for a U.S. cobalt refinery. In Finland, Jervois received a €12 million grant from the government agency Business Finland to expand the Kokkola cobalt refinery. This helps make Jervois the leading cobalt supplier in Europe. Governments are clearly signalling through funding and partnerships that they consider Jervois' operations as strategically important. This security of support significantly derisks Jervois' investments".

Relationships with Customers
"In addition to government backing, Jervois benefits from its well-established customer relationships in critical industries. The company has supplied cobalt chemicals from its Kokkola refinery to lithium-ion battery manufacturers for over 25 years. It is entrenched in the electric vehicle supply chain that is projected to see dramatic growth in demand for cobalt in coming years. Jervois' specialty cobalt powders are also sold into diverse industrial applications like biomedical devices, paints and petroleum catalysts. Its customer network provides market insights and stability through industry cycles".

+ Substantial shareholders in Australian Super @ 23.15% and Mercuria Asset Holdings @ 9.89% (as well as being debt holders).