Yep, I have done the research and even shared the numbers.
I wonder if that guy saying Qpm would be 60c after the gas deal has ran any numbers.
"big problem with lower prices would be unable to sell the stuff, but since we already have binding offtakes we wouldn't be subject to that."
This doesn't make any sense lower prices mean companies sell the material around that lower price. Unless they have locked in contracts (QPM does not have any locked in contracts) it's BoA are based around the price of nickel at the time of sale.
Associated News, page-836
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