Important Backdrop: Gecamines / Huayou, page-23

I spoke to Rick Rule ceo of Sprott Global, Larry Hill from Cannacord and Tembo. Not one of them expressed conference attendance as a burning issue and all had a lot of confidence in the team and project plan.

I’ve spoken to shareholders that sold out and quite frankly I think they didn’t understand that securing cobalt supply is a big deal and felt it was a short term fad and that as a copper project it is too small. Well they’ve been proven wrong since.

There is definitely a promotion gap but I don’t know that approaching brokers would be more powerful than just presenting and advancing what we already have.

We have a lot of the metal that will get the most attention, and that is cobalt. It can seem like a fad but the market likes it - a lot.

Some newsflow that shines a light on the cobalt prospects I know are there and at surface would he excellent at creating blue sky. Sampling is good enough, trenching better.

On the Ivanhoe JV we literally have 4-5 standalone projects worth listing separately. There’s a huge scale prospect, Mamba, so far untouched, that is on a very well endowed structure that hosts more than a few primarily cobalt deposits. Mukansa has artisinal workings and 6% cobalt sample. How about a trench there.

This type of basic exploration work combined with some numbers on the potential production profile from the 40kt of cobalt resources already defined would do the trick, with a plant designed to actually produce cobalt, not focused purely on copper.

Will they do these things, I think so, I hope so, this year. Huayou jumping in helps for sure. I look forward to seeing what they have to announce this year, I think we will pull in a crowd if we sing to the tune of the market,

Quiet season is nearly over.