how about you substantiate your comment about converting NPI to Class 1 for $1000 a tonne?
in reality theyre are planning on converting it to an intermediate nickel matte before it needs to be further refined elswhere not too mention the e xcess carbon it produces, not very ESG friendly.
yes, Indonesia will supply some of the demand, but the demand is monumental. in my opinion the need to step up to Pcam is warranted for Auz to become more economical, as shown by the preliminary metrics.
AUZ Price at posting:
2.2¢ Sentiment: Buy Disclosure: Held
(20min delay)