twiggy is pushing sheep up hill - there will be no green nickel premium just like there will be no premium on green energy.
if high-grade mines like Cassini go on C&M then things are dire indeed but this is likely the first mine to shift back into production.
Whyloo are looking at their own mill - that only makes sense if the NP stabilises - when has this ever happens?
I think further consolidation in Kambalda is on the horizon. LM8 are obvious, WIN a maybe.
Unsure POS will be around in 12 months. infrastructure is aging, deposits are uneconomic in moderate conditions given the metallurgy. unless they find enough Lithium to garner interest from MinRes or Gina to keep the lights on.
Maybe TB if you'd listened to me, you'd have made money off MCR on the upswing. Now is the time to choose your project at the bottom and ride it up. POS would be bottom of my list.
twiggy is pushing sheep up hill - there will be no green nickel...
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Last
0.7¢ |
Change
0.001(7.69%) |
Mkt cap ! $25.99M | |||
| Open | High | Low | Value | Volume |
| 0.6¢ | 0.7¢ | 0.6¢ | $26.12K | 4.300M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 72 | 56538951 | 0.6¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 0.7¢ | 24725096 | 52 |
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| Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
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Last
0.7¢ |
Change
0.001 ( 8.33 %) |
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| Open | High | Low | Volume | ||
| 0.6¢ | 0.7¢ | 0.6¢ | 1601919 | ||
| Last updated 15.59pm 03/05/2024 ? | |||||
| POS (ASX) Chart |