Oh my God. For those who don't care for my style of posting, don't worry. There is not too much for me to discuss on PGM, the situation is very clear and straightforward. It is a fantastic value, but the time one will need to wait for fruition is completely unpredictable.
Let me just say that if I were in the management of Toyota or Daimler or Hyundai, and I could secure my cobalt supplies permanently for $30 mil plus $50 mil in a mine, I would have done the deal already.
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