Ann: Noosa Mining Investor Conference presentation, page-10

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sandfire

2,610 Posts.

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20/07/24

10:31

Post #: 74838549
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Originally posted by MtnMusic ↑

Agree, bull run is impressively optimistic at the moment (even for me ), but most all mining sectors go through a boom-bust cycle ('This too will end').

Admittedly, I've thought the shoe would be on the other foot, in regards to news this week of the US approaching Indo regards a critical minerals partnership:
https://www.mining.com/web/us-approaches-indonesia-for-multinational-critical-mineral-partnership/

Previously, bipartisan (rare) opposition to such has occurred due to the heavy Chinese investment in the Indo nickel sector:
https://asia.nikkei.com/Spotlight/S...nesia-FTA-that-paves-way-for-nickel-subsidies

Perhaps a seat at the Minerals Security Partnership table would require Indo to scale back its production to fit the MSP criteria and hence create a more balanced supply-demand dynamic which would $upport producers in the west as well as them.
There's 'significant work' required by Indonesia to qualify, as they are distinctly lacking in each of the MSP's principles:

I still see New Caledonia as dropping off the supply side as just can't see how the territory is going to pay for upgrades to become cost competitive with Indonesia. There doesn't seem to be any sort of short term resolution happening:
https://news.az/news/-jacques-david-wanabo-france-could-face-a-nickel-shortage-if-new-caledonia-gains-independence-exclusive

Back to QPME, it would be great if anyone could post a link to David Wrench's presentation at Noosa yesterday.
Have a great weekend all!

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I am unable to post the presentation, but it can be found on the hotc*pper FEX site.
find...randosmit... Nossa Mining Conference.
click on other presentations.
I hope that makes sense.

QPM Price at posting: 3.3¢ Sentiment: Hold Disclosure: Held
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