Ivan
Yep mate, essential listening for N4 geeks. Gee whiz these guys are just starting to catch on.
PAN first. Then POS. Then MCR.
Interesting he supplied a timeline on the Minimum demand time for current battery technology @7-10 years. Meaning if they discovered a new battery now, that did not need Nickel/Lithium, then the manufacture's would need 7-10 yrs lead time to implement new technology.
So POS management have at least another 7yrs to procrastinate a mining decision before they can blame new technology for reducing Nickel Price and the ability to mine.
Load up on your sulphide dogs! Woof Woof
RED
Ann: 2017 Annual Report, page-25
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