My take is that the min value we will receive for the 1700 tonnes of pollucite is the value of the loan to extract it ($4.5m) - but I expect from comments the company made about scarce, in demand by several offtake clients, very valuable ore, etc that the deal is probably for more than that.
The upside is the extent of pegmatites on strike from Sinclair which will be drilled out and the Co/Ni program.
And GL all, and specially GZ.
PIO Price at posting:
1.8¢ Sentiment: Hold Disclosure: Held
