CHN 2.95% $1.32 chalice mining limited

Ann: Gonneville Nickel-Copper-PGE Project Scoping Study, page-267

  1. 502 Posts.
    lightbulb Created with Sketch. 93
    mate, plug in today's metal prices and this has an npv sub $500 mill, needs capex bigger than it's market cap, and "green" metals as trojan horse facade. It's going way lower. It's now a punt on palladium prices. Tier 1 assets don't become uneconomical during the cycle.

    And re: palladium, with EV trend, you're actually hitched to the atrophying part of the car manufacturing segment.


 
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