Crux Interview- OEM's banging on the doorDidn't see the Crux vid til just now. Mark makes some excellent points. OEM's are banging on the door. Could have sold Crawford several times over. One OEM deal sounds promising before year end.
41% recovery rates concern is unjustified especially when comparing to other industries where much lower recovery rates are considered big winners. Good comparison to the low grade copper mines the last two decades.
At the end of the day it's the amount of profit and cash flow that matters and FS shows it's there big even without the CC.
He mentioned yesterday he knows those recovery rates were conservative and will only get better as they showed in previous testing but couldn't be used in the FS.
Now the OEM's have the FS to chew on and make us a deal we can't refuse.
https://www.cruxinvestor.com/posts/canada-nickel-tsxvcnc-2nd-largest-resource-globally-shows-strong-economics-4202