RE: Sale imminent2 Feb 2023 10:57
POLY was stagnant up and down at 200p (like we’ve been at 4-5p) and suddenly exploded. It looks like EUA is getting primed for this move too
+45% POLY over 6 months
-30% EUA over 6 months
Poly have 2.2bn debt still, whereas EUA are debt free and have added an enormous value through NYUD, and furthermore with the upcoming MT DFS, which has been 2 months since submission so it can’t be far away now
WK, MT, NYUD, EUA Japan, the whole lot could go to individual buyers for various prices and this could easily achieve over 50/60p, more if Palladium carries on rising
nickel in the basket adds a decent amount too, EUA is no one trick pony and these battery metals will be in demand just like everything else that’s rising in price.