PAN 0.00% 3.5¢ panoramic resources limited

PON, page-54

  1. 2,391 Posts.
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    i apologise for my ealier innuendo , I clearly can learn much from you .

    a common mis belief is that lithium is the most critical component in battery construction , but a single car battery contains around 8 kg of lithium and 35?kg of ni
    requiring a tripping of demand over next 20 years , unlike lithium NI is much more difficult to source .

    predicted prices upwards of 40k usd. a tonne are suggested going forward .

    I was also impressed when I read that they have stockpiled ore , in case of labour shortages going forward .

    I only buy companies I plan to hold in at least 5 years time .

    I think your actually very conservative with your valuation , but I also see dividends going forward ,

    the question about valuation is how do u value in future exploration , low value for me around 700 m
    take over target 900 mil plus , given world shortage looming , I see this is a big possibility .

    I trust my gut , I have ridden WBT from 14 cents to .3.50 and am staying till 30 dollars .

    my one question to the CEO is in 2027 were do u see us being
    production rate , reserves and NI price .

    the way he answers will tell you of his conviction
 
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