POS 25.0% 0.5¢ poseidon nickel limited

Consolidation of Nickel Producers Begin, page-171

  1. 10,137 Posts.
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    Touche,
    POS has 2 real prior producing processing plants & 5 real prior producing mines at BS SS W EA MH with built declines to each.
    POS don't need to construct a new mill or new mine anywhere, just refurbish, clean & turn on the existing ones.

    Yes the offtake being finalised in months since Nov 2020 is stalled as is the planned FID yet we will discover why sooner or later.

    The POS BS operation should be producing before cosmos mill and mine is.
    but then again, we will see.

    One thing I do know is that PAN POS are the last 2 remaining Ni consolidation plays left imho.
    And POS has got the monster size and non committed offtake or refinery supply at this stage, so its a perfect target for BHP or IGO imho.
 
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