Not sure if this interview has been posted yet, but some interesting comments from JW:
"Despite rising costs in terms of thermal coal, coking coal and ore prices, we continue to see expanded margin which a lot of people are betting wrongly that costs will go up and our margins will decline, but we're actually seeing the opposite."
I also found exciting the comments around the pivot towards additional nickel matte production, and mining acquisitions to supply and potentially JV on HPAL projects. Diversification away from NPI will be the key for NIC's future growth and long term success in Indonesia imo.
In the shorter term we should expect news flow on:
-First production of nickel matte
-Ramp up of Angel to full production
-Oracle funding and progress updates.
Waiting for a rise.., page-17
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