Meanwhile, some dreaming, page-324

First 324 Last

Share
Profile

Follow
Shaq_01

691 Posts.

82

09/03/19

22:35

Post #: 37710298
Share

Originally posted by The Avenger: ↑

Shaq the Europeans (particularly the east side) are playing catch up in this arms race for EV dominance and yes do concur one of the key catalysts for Vision going down this route ..but IMO ultimately Vision (JB) may have prioritised the European path over the Chinese one as using traditional mining approach/models of drill, drill and drill and subsequently do a supply deal with Chinese burns money upfront digging holes and continually translates to asking shareholders to fill the kitty...and at the end of all this the Chinese sitting their manipulating commodity prices through stockpiling etc etc....
So couple reasons why this little old WFE will go bang on open and yeah heart palps is -
1. Vision purchased a cobalt/copper plant and instead of drilling the crap out of his 5 licenses...works with consultants on a short term supply feed margin model...uses the plant capacity and does his homework on margins along with penalties for impurities...sets up an alternative approach for short term cash flow and yes the market will stand up and price this accordingly on open...again “prospectus” will do the talking
2. Vision instead of being manipulated by the Chinese decides his got a better shot at increasing margins through higher pricing terms with the Europeans ..who yeah are playing catch up in EV space, need direct supply and also are keen on “clean cobalt”....so the scene is set for hopefully a longer term deal with the Europeans and a strategic partner which will provide upfront funding for mining the crap out of the licenses...which should we find some major cobalt/copper for which Vision with historical data is very keen will then translate to a further major SP re-rate...and all this unique business strategy to aspire to be a top 10 global cobalt producer...may equal “ a new force in cobalt on the ASX and LSE”...yeah not for the faint hearted

Expand

how awesome with it be if the Norwegian / Scandinavian sovereign funds are involved.

The have a appetite for mining companies.

Divesting from “fossil fuels” and into “green energy”

..... one can only dream ....

WFE Price at posting: 2.4¢ Sentiment: Buy Disclosure: Held
14 Upvote

1 Great analysis

Reply

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

ADD

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

ACW

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

MIN

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

HotCopper Highlights: Your most watched stocks for Week 48, 2024

WC8

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

RSG

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor

There are more pages in this discussion • 19 more messages in this thread...

First 324 Last

Add WFE (ASX) to my watchlist

Meanwhile, some dreaming, page-324

Top Stories

History-making uranium sample grades and an imminent drill run. Infini Resources is poised to transform in 2025

Parkes Au-Cu project to 'transform' Adavale Resources with key targets

Ice-cold winner: Cryopreserver Vitrafy escapes November's IPO struggles to end debut week higher

This biotech stock raised $11M in a risk-off environment. Its Alzheimer's drug could change the game

Dale Gillham's weekly wrap: Bold moves in NZ, caution in Australia

MinRes's Ellison knows he screwed up – for that reason, hunt for new Chair to be sped up

HotCopper Highlights: Your most watched stocks for Week 48, 2024

Pan Asia rebranding to 'clear confusion' after bagging $35M for Chile projects

Resolute shares bounce back as second payment made to Mali government to secure workers' release

Week 48 Wrap: ASX flirts with 8,500pts; APRA declines mortgage loan easing; Trump's Bessent tied to Dem donor