NOU - Comments from Pallinghurst - Must ListenThis is a must listen (link below). Hosted by Howard Klein at RK Equity - speaking with the Managing Partner at Pallinghurst, who is NOU's largest shareholder and an extremely well-respected and large resource investor. The discussion around NOU begins at 34:45.
Why did they invest in Graphite? Market opportunity was obvious: required for EV revolution + China dominates graphite. Why NOU? Looked at every graphite project and NOU was the best. More details in the video of course.
Also worth noting that at the end, where RK Equity/Howard/Rodney disclose their stock holdings, NOU is now included! Huge confirmation from one of the smartest minds in battery metals. They were the only ones screaming from the roof to buy PLL in the months leading up to the TSLA deal.
https://www.youtube.com/watch?v=DmspwJzTj6Q&feature=push-u-sub&attr_tag=iyh85eibmdBChZOk%3A6