Hi ebner
They all have risks, from location, capex predictions, opex predictions, ore type/geology, geography, labour wage breakouts, envoiromental controls and possible disasters, weather events, reagent/diesel costs (in particular cost of sulphur for acid plant if a lot of lats get up, sulphur single biggest cost, cost of sulphur exploded during 2000's but came down with worldwide EPA controls which made smelters capture their SO2 emissions and turning into H2SO4, sulphuric acid is one of the highest used commodities in the world).
These are risks of both wannabe sulphide and larerite plants.
There are only two final product Ni/Co metal companies in Aust Nickel West, currently owned by BHP, it is by far the lagest and no-one will ever come close in Australia the other is Murrin Murrin, which is now owned privately by Glencore.
Nickel West is currentlg doing a $43M dollar expansion at their Kwinana refinery in Perth to produce from April 100Kt of Ni sulphate as well as still producing Ni briquettes, powders and matte for other customers, they are considering a further expansion to go to 200Kt Ni sulphate and also produce Co sulphates as well.
As you asked who else might have potential in the sulphide Ni market PAN should be moving their mines back into production soon from care and maint and MCR are looking at going back into production and are adding to their Mineral Resources and Reserves with a very good prospect they are currently drilling. Other currently producing Ni concentrate plants such as IGO and WSA are currently priced in with their outputs a total explosion in Ni price would obviosly change that.
As to the laterites I think just about everyone knows the three main players in the junior market at the moment. The others IMHO won't stack up.
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