Hydrogen is not a nickel substitute
Nickel's industrial use is a lot more robust than batteries. Actually batteries make up only a tiny part of nickel use for now, but Tesla and few others really expecting it's use in batteries and demand to go parabolic in coming years.
Tesla has publicly discussed getting into the EV mining game to secure their long term supply. Nickel was specifically mentioned.
It really doesn't matter on the end use. The demand for nickel is ever increasing and given the structure of Lynn Lake, an open pit mining operation would be commercial at even today's Ni prices.
I think shareholders at CZN would like to see a partner introduced in the next 6 months to alleviate the need for more CR's and someone to get in and do the heavy lifting. I see a few comments that they've taken 9 years to get the mine up and running but they haven't had $50Miln to throw at it in one go like some others. Building a JORC takes many years when you are raising money / drilling / results, rinse and repeat. CZN get a partner to commit $10 to $20Miln to drill this thing out and JORC it up they will shave years off their timeline.
I commend management for retaining 100% of the asset up to now. Get this next drilling program done then seek to unlock some value from it.
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