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Just4kicks

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17/02/24

22:36

Post #: 72464974
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Originally posted by AussieWales: ↑

Loads of times the nickel price has dipped right down over the past 30 years.

Lots of places go on care and maintenance during these times.

However the nickel price still has not dipped down that much. Its still around the 16000 mark.

I don't see it dipping down that much more. I think it's on the way back up soon.

Batteries are still being made and the EV market is still growing year on year.

BSX's model stands up well for the time scales. The nickel needed to fill the space will be a lot more in 3-4 years time.

The big boys will know this.

I am sure they don't want to get caught with their pants down. Running and scrambling for anything to cover their now red faces.

I have been watching that Altech for a while now. Their batteries are filled with nickel and last around 15 years. They are looking to build a factory in Germany. Not too far from where I live. These are batteries for house hold power storage. Their lifecycle is twice that of Lithium and operate down to minus mmmmm was it minus 60. I can;t remember and operate in very hot conditions aswell.
I have Lifepo4 batteries in my car and they won't charge at 0 degrees or under. Seeing that we we were well under 0 for the last 2 months the Altech household batteries look pretty good. And they are filled with nickel. They have to get the nickel from somewhere.

I can't see the nickel price dipping down too much further. Maybe the likes of BHP are just using the situation to manipulate it to their advantage.

AW

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Model 3's heat the battery prior to arriving at a charging station.

BHP'S cost have also soared. If BHP shut Kambalda and and Mt Keith then you can kiss the Kalgoorlie Ni smelter good bye and therefore also the Kwinana refinery. So I also find it highly unlikely they'll shut down Ni West.
It's possible that you're correct that it's all hype to get Government support and lower royalties.

BSX Price at posting: 6.4¢ Sentiment: None Disclosure: Not Held
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