Let's keep things civil just like we've kept this forum far better than any other one on hot copper. This has always been a great place for discussion and that's the message we should spread to the world.
I agree, let's see this thing built, operating and producing cash flow. They have a more bearish opinion, that's fine. We are quite bullish and contrarian and it seems we have good company agreeing with us (the consortium).
I would hope that when the next batch of news comes out and they cover us again, they have good interactions with some of our best shareholders here who can explain why this is not your typical laterite deposit from 20 years ago. This is modern tech, with the best partners one could hope for, geopolitically designed as an arrow to the heart against the multipolar games china has been playing in Indonesia.
Really keen to see the updated metrics the DFS spits out. Nickel/cobalt prices might be low now, but we also have gold/scandium byproducts which are not in the PFS and since the PFS we have an increase to 4mtpa and a wealth of knowledge from the Japanese on how to optimize and bring costs down even further, potentially placing us extremely low vs Indonesian nickel.
Nickel west produces at 20,000 a ton
Ravensthorpe shut after producing at US$27,500/t apparently?
I know the boys at money of mine like low AISC, they often bring it up. They should be able to appreciate why we like it as a contrarian play that nickel is not dead at all. Bad nickel mines are that cannot compete without government handouts. But that begs the question, if the government is going to give a handout...why not give it to the lower cost producer?
Not that this even needs a handout, now the Japanese are on board the capex worries me WAY less.
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