nickel up, page-12

  1. 14,186 Posts.
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    Pattyp,

    Thanks, that is quite a well written report from Fosters imho. I have not looked closely at PAN for nearly two years, mostly just perused the QRs. But in light of that read I might take another look, although the further weakening of byproduct credits for Savannah could hurt.

    Must admit the days of comparing apples with apples in the Ni space are gone, now it's comparing apples with oranges and trying to avoid the lemons and the grapefruit.

    The EVs in the fosters table are quite telling imho, with ALB at 68mm, vs the gold laden IGO at 87, and the much larger (prdn and resources) PAN at 63.

    EL
 
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