Sent CN an email about Sc update in recent Qtly ann.
He mentions a marketing campaign targeting customers
in US, EU, ASIA & AUS & securing off-takes.
I was curious whether RM progressed relations with
Sc players to an advanced position, allowing CN to build
on that foundation.
RM was regularly informing us about 'on-going discussions
with interested parties' & 'strategic relationships'.
CN replied that he is not familiar with the marketing work that
RM did & he is essentially starting from scratch.
Unfortunately, it's not surprising when you look back over RM's
last 5 years of promises & disappointments.
Personally, i have faith in the current PGM team.
The Skaergaard Palladium story is so compelling at the moment
with supply deficits well into the future.
The price has been on the up since Jan '16.
Seems car manufacturers would need up to 2yrs to make the change
from palladium to platinum, making it less likely to happen.
I keenly await the results of the AGM.
Ultraman
Sent CN an email about Sc update in recent Qtly ann.He mentions...
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