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Ann: Diggers & Dealers Presentation - August 2023, page-6

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09/08/23

10:17

Post #: 69239278
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Originally posted by Jezzalenko30: ↑

New to this stock so I'm going to ask a really dumb question. Their guidance on slide 8 shows cost $10.05-$11.25/lb. Judging by the notes this also includes by product credits. Slide 9 shows they won't get the costs sub $10 until FY26. Nickel price is sub $10 and has been for most of the last 5 yrs. Are they planning to just run at a loss for 2 years whilst they ramp up, or are they banking on the Nickle price going back up? Or both

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PAN average from FY24 onwards, All-in cost A$9.07/lb payable Ni (US$6.35/lb payable Ni)

Nickel Prices USD/lb

PAN Price at posting: 4.9¢ Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

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