Mason,
Have you had much of a review of what NIC are doing and planning on doing in Indonesia? Might be wise not to be so wildly dismissive of Indonesian nickel going into the EV market.
Regardless, while a large chunk of the class 1 market is still going to SS the “supposed” problem for class 2 nickel is really a moot point.
PS I don’t view the QR as containing anything bad that wasn’t already contained in the release earlier this month. Being seriously cashed up from OZL and MCR I have PAN on my short list for potentially some serious buying, but need to do at least one more deep review.
EL
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