Clean Energy Transition Inc V.TRAN

Today’s conf call

[paulindoon]

I really found the just concluded conf call informative - no not the info in the slide presentation for it was "normal, already known stuff". But there was value in the Q&A that followed. Exciting new, even if not yet cemented, info that were touched on re potential future events, does support that the market evaluation of this RRS gem of this company, is substantially undervalued! 
As with previous conf calls, Sean indicated: "As with past calls, a playback of the call will be available online soon afterwards."
Looking forward to future developments.
WELL presented & carried out, Sean & Paul

[ARIMA11]

Great call/ questions. However, its difficult to understand RRS's perspective on Nickel.   RRS is not likely to get higher than zero value if zero is done to derisk the Nickel asset further.  No firm exploration plan for 2021? Dissapointing... Potential opportunity cost? Who knows. RRS valuation is tied to perception of future value and not necessirily income. The idea

[LeMarcus]

I can't answer for him, but i can say that it's pretty obvious that all the nickel plays that were discussed in the call are not in the money at current nickel prices. So they have high valuation but can't even think of moving ahead. Exploration cost are sunk cost... we need at least a 10$ USD price to start to think we could generate value out of the property. It would require proably

[LeMarcus]

But keep in mind we have a real good property there. And we have identified 16 clusters one with 15M pounds contained nickel (rocks at 1%) 

[ARIMA11]

Thanks LeMarcus! You are correct on the Nickel Price but it take times for things to happen. https://www.wsj.com/articles/nickel-for-electric-vehicles-is-a-dime-a-dozen-11603707182 An eventual nickel shortage can’t be ruled out. Once batteries are cheaper than engines— UBS expects the turning point in 2024—demand for electric vehicles could accelerate fast. Producing the kind of high-purity