Robert Friedland on EV disruption to metals demand, page-7

Not going to affect CZI, OZL etc. in the short term but you get the drift about where copper is headed in the longer term.
https://www.reuters.com/article/us-chile-codelco-chuqui-exclusive/exclusive-chiles-codelco-set-for-copper-output-hit-as-key-mine-goes-underground-idUSKCN1ST0GV
@tinhat@Basileus always nice when you're buying at less than or the same price as insiders. I really like the Tinci Materials involvement, not least because I'm confident it will mean minimal dilution when funds are needed in due course for construction of the plant.
Another thing - and I know this could be getting boring because I mention it a lot! - but Succoth could be a big surprise, not just for adding tonnes but finding the elusive nickel. Drilling a line of three holes 400m west of last year's trio is underway. Slides 11 & 12 in this presentation deck are instructive. https://www.cassiniresources.com.au/investor-relations/company-presentations/2019-riu-resources-round-up-conference-presentation/viewdocument