AUZ down almost 20% last night. I was glad to see they assume the same cobalt price as CLQ and the Ni price is $1 higher. As I expected, they valued Sc at just $1000/kg which is the lowest of any of the major potential producers. Capex is still over a billion with a much smaller resource than CLQ. I will keep AUZ on my watch list as their other two properties are also intriguing, but I think it’s clear that CLQ has to prove to be viable before anything substantial happens at AUZ.
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