Been slowly switching from CLQ to JRV ever since the 6c placement, when my broker at BW Equities told me to have a look at it bc of the new management and then take the placement. Prior to that JRV was pretty much on the equivalent of a HC Ignore lol.
While I still think CLQ is a great story, the upside here is much more significant, and today's appointment of a extremely high calbibre CEO is justifying that decision (ie my opinion that JRV's NiCo project is of very high quality). This guy was basically the head of nickel at Xstrata. Guess who has every door open to him in the industry for potentoal dealmaking?
If you want exposure to nickel/cobalt battery demand industry, you want a company with the people that can talk to the heavy hitters. CLQ has it (Friedland/Riggall), EUC has it (Kumova), and now JRV has it with Barry Crocker.
Ironically BW Equities were also the stockbroking brains that back CLQ to the hilt at sub 20c. They have done similar with JRV now (and EUC)
Cdchi1
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