Nickel Boner Update, page-2341

Price, 16-19-29
then 33 to 105 on production restart 2 circuits, said this before

jorc at GS 23kt at 6.3%
market expects 10kt at 2.0%
offtake, trafigura is favoured now, $50M 5 years
market expects no revenue no offtake 0 value.
restart confirmed early, by end oct, watch NP
NP to 10.00 coming, once keeps going, they will go.

in 2013, the bhp offtake W to mt keith, SP went 300% higher.
offtake hold out has created better larger terms, better than PAN MCR imho.

my view is PH is stunned by the size & scale way larger than PAN & has been playing catchup from his start. He is only now starting to realise this.

good news incoming.