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Ann: Strong Maiden Cassini Mineral Resource, page-15

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    01/08/18
    19:39
    Post #: 34676958
    I think its an excellent negotiation strategy. Show that they have a credible option to build their own concentrator and make BHP work hard to try and win their offtake. BHP need the feed and if they want to have any chance of divesting Ni west for a good price they need to have long term off-takes in place.
    MCR Price at posting: 38.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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