Sherritt International Corp SHERF

"Canada is a bit player in...Cobalt" Feb 1 G and M

[rkhosla]

We spin our wheels once again.  

https://www.theglobeandmail.com/politics/article-security-minerals-production-canada-iea/

[Albatross]

The harder it is to get mines producing in these countries just props up our case for the value we see in Sherritt as a online producing mine..  I say good, the price should be what encourages increased supply. If the world wants these minerals they need to pay a fair price for them. I am against government insentives. However, the red tape should be reduced for all things in general in

[VerificateASAP]

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[rkhosla]

Exactly.  There is very significant value in being an establised producer vs some pipe dream or stuck in a never ending regulatory saga.  

[FrozenInOntario]

Always hear about the political risk of Cuba.  I would venture that this mine is better located than any project/mine in the DRC.   Furthermore, if you look at it on the ESG angle, these are pretty well non existent in the cuban operations.  No idea for the Fort but I would bet no also. So overall, while Sherrit stock price might still stay low for a while (a good thing for

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[mas7575]

Good point - I agree completely. as well, IMO Sherritt has proven very capable of operating the Cuban mine. Compared to other Cuban-run operations, S is hands-down th more efficient operator. in other words, regardless of politics or the government of the day, I don't see a likely situation where S's operations are in jeopardy. Cuba needs the funds too badly, and S has bent over

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