Jervois Mining - Idaho, Idaho, There's a Beauty on the Road
Matthew Gordon, Ptolemy Capital
3 Weeks ago
Jervois has ambitions of being a meaningful cobalt producer with nickel and copper exposure to feed in to the EV thematic - but then who doesn't. The difference is going to be the management team's ability to deliver that ambition. Step forward ex-Glencore Director Bryce Crocker.
Crocker had a busy year. Two acquisitions.
The business has been built on the Nico Young nickel and cobalt asset in Australia, but that took that back seat with the acquisition / merger with M2 Cobalt with their Ugandan cobalt assets. This is a large greenfield development project in the early stages but therein lies the problem for investors and the market. No near term revenue or sight of how they slot in to the the EV cycle. Hence the acquisition of Idaho Cobalt Operations. A pre-construction ready asset in the US and a new FS started.
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