Meanwhile, some dreaming, page-324

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Shaq_01

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82

09/03/19

22:35

Post #: 37710298
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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

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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

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Meanwhile, some dreaming, page-324

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