HIG highlands pacific limited

My guess Trafigura out (known seller recently) and a new solid...

  1. 573 Posts.
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    My guess Trafigura out (known seller recently) and a new solid shareholders(s)? in.

    Under the new arrangement I think this business can net approx 20M USD per annum.

    With the push to go to 811 cathode chemistry, nickel stands to be a very strong performer in the years ahead. Even with a bullish scenario of 40% of cathode chemistries moving to 811, Benchmark and many others are still predicting a cobalt supply crunch in the early 2020s.

    Debt free and coupled with its other assets and exploration opportunities, this share price has a long way to go imo. June could also be a very interesting month prior to close of the Cobalt 27 deal!

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