Canada Nickel Company Inc V.CNC

CRUX interview

[Rm90090]

The crux interview is available on their website.

[PCGuy10]

Anybody have the link?

[Ivorygull]

I'm looking, but I cant see anything. :(

[EndZonefor7]

Won't be available to us peasants until tomorrow at earliest.  Red Clouds interview was good. Clearly not enough time to get deeper so Crux should give us better insight into the new property hits. Did say he's been talking with all the big boys in mining/EV/batteries.  

[Rm90090]

Is there an on demand video access to the Tef cloud presentation?

[EndZonefor7]

Haven't seen one yet. Usually get the replay within a day or two. 

[Rm90090]

Thanks Endzone. I think the price may go up if the crux interview ends up on youtube. Matt asked very tough questions and Mark passed (imo). I will watch it again tonight and summarise it if people are interested.

[Ivorygull]

Yes, please summerize it Rm, I'd like to know what he is saying about the strategic as I'm confused whether he is still looking, or is trying to get all the paperwork completed with one.

[Rm90090]

I'll summarise the whole video after I get a chance to rewatch it tonight after I put the kids to bed :) However, in regards to the Strategic; Selby started by saying large companies move very slowly. However,  Matthew Gordon (the interviewer) pressed him on this. Matt asked if somethiong fell apart - or are they still with the same entity and finalising details. Selby responded that

[retool]

Doubtfull that there is a bidding war at this point. That would imply at least two bids already, information which would have had to be released. More likely they have given one or many accesses to their data room under a NDA.

[Seahawk001]

Yup and I bailed today. Just a hunch without any strategic news before the new year as was believed to be I figured this would tank.  Any thoughts on 2022's new low? I'm going to take a stab at $2.40-$2.50 barring any significant news 

[evnut1980]

While I get your frustration with the strategic investor "end of year" fumble (I'm pissed!)... do you really think it will drop that low?  I am wondering how this stock/company is worse off than it was 10 months ago?  higher nickel prices, more properties, better metallurgical performance, closer to a strategic, and closer to the feasibility study...  any further

[Seahawk001]

Evnut from New Year's Eve we've dropped .69. We were bouncing around $3.50 forever and next thing you know it was $2.22 if I remember correctly. Without any real concrete news as far as im concerned it's a falling knife regardless of how promising it may be, I'm out and hoping to get in lower all over again 

[EndZonefor7]

I get being out in this market but the risk of a strategic doubling the share price overnight is too much risk for me to be on the sidelines. I'd rather add on pullbacks.

[rockstar]

I have to agree with EndZonefor 7 on this one.  I would hate to be out of the game and get a HALT the day after you sell all your shares  Can you Imagine????

[Ivorygull]

Thanks for this Rm....

[Rm90090]

I rewatched the Crux interview - and there is ALOT of information. I will try to write about all that I can remember. *The labs are delayed and he has no power to change that. CNC has ALOT of holes with the labs and he gets results sporadically. He is wanting to release drill results as he has a group of results to release together so that it makes sense to the market. Not just one hole at a

[EndZonefor7]

Thanks Rm90090, much appreciated. Great to hear there are multiples of big boys doing their DD. This is very exciting stuff, and if they can get some more drill holes out then Mark can up the pressure on them. We know there are multiple Crawfords in play here. Long term supply is key. Thanks for the low grade copper post idle. Very good reminder low grade nickel is no different once you sort out

[Ivorygull]

Thanks Rm for taking the time to share this with us. If he can survive an interview with Mathew Gordon, he wont have to worry about a laser light in his office LOL

[Rm90090]

My pleasure guys. For me - it seems like the investment thesis for Canada Nickel is this: The world is going to be greatly short on nickel at a time when it will be greatly needed. The current model for mining Nickel is to search out high grade deposits. However, a) There doesn't appear to be any large enough high grade deposits for the majors to economically mine out, and b) Time is