Some valid points,
I will counter with my concerns,
1.Resource size is good, grade is also good, but you can have the highest grade in the world, but the chosen process flow hasn't been 100% to nameplate proven process flow. The technology is still theoretical when it comes to processing to desired output as per the company requires and states.
2. Claiming worlds lowest cost Ni producer in the world, considering the process isn't proven, nor can be backed up with 50+ years of other proven mining production companies to go off.
3. Patent issues, and legality battles,
4, still only 20% Off take partners, that is concerning, considering the entire market it bending over backwards to gain a supply.
Minerals processing is my career, but so many unknowns still fall for CLQ. That's my opinion,
This rivalry is funny, but stupid Also, both companies need to succeed in order to prove Australian mining companies effectively can supply world demand of an ever so tightening resource.
Pros and Cons in both companies. I just know where my preferred holdings is.
JD.
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