focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
https://twitter.com/HorizontePLC/status/1481193967035289600?s=20
https://twitter.com/HorizontePLC/status/1481162780711473153?s=20
Condire - Interesting. Obviously like Brazilian nickel.
Their largest holding is Sibanye-Stillwater who recently acquired the Santa Rita Nickel mine (Atlantic Nickel) in Bahia, Brazil.
They appear to have around 17 holdings as of Nov. last year, Sibanye-Stillwater being shy of 16% , r $60.8 m (Total $400m AUM).
They appear to have recently closed a $21m position in Vale.
https://twitter.com/HorizontePLC/status/1480483495784894465
https://www.spglobal.com/platts/en/market-insights/blogs/metals/123121-nickel-supply-electric-vehicle-demand
Quest for Green nickel...
https://www.youtube.com/watch?v=PchroiXuV7U