driffting badly, page-5

Ni at 7.24

Chinese laterite stockpiles have dropped 5m tonnes since start of the year from 25 to 20m tonnes.

Be interesting to see if this is the coming trend in the next month.

I wish i could get my head around PAN's last announcement.

Why have we no geo's on here?

Will have to decide whether it's worth re entering at these prices before the quarterly as they will probably have the EM done by then.

PAN has 3 rigs going full bore and 2 of the surface rigs were not budgetted for.

Is that a big extra cost?

I don't know.