Interesting Article - timing is everything, page-16

Yeah man , of course its a few more Months away from Production Operations , that would also be about 5 Years faster than anything else listed
( If all goes well ) I cant argue with that !


The articles you posted , can you see they only reinforce the use of (ASM) and ( SMM ) Cobalt miners as a very smart stratagy. WFE will be basically immune to the (LME) movements . Where miners holding there own Leases (mining and producing) there own ore have no control over the cost to to get the Ore out of the ground , WFE do !
The ( SSM) and (SMM) miners will be on a sliding scale also tied back to a % of ( LME ) pricing .

LME price up , WFE pay a little more for there Ore supply , LME prices down ( AS you predict ) WFE pay less for there Ore supply. Its like a no can fail model really !


Now before anyway says I don't think WFE will prove up some good ground , and at some point mine there own Ore , I think they will ! Just right now the Guaranteed Grade and supply the ( ASM) and ( SMM) miners can offer is a remarkable way to start early production , and early cashflow!