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clock Created with Sketch. 30/05/23
05:02
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Originally posted by Rocklicker12:
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if you weren’t so focussed on trying to poke holes in an objective argument for why this is a poor play (buying on the assumption of this being a mine) you would realise I was/am delineating between macro/micro levels; nickel-west at a macro business unit and the Leinster/MK at the asset/micro level… the nickel west business unit as a whole revolves around downstream processing. They make a killing through the smelters - hence why IGO & Wyloo are trying to escape the ecosystem - and why BHP will be doing everything they can to prevent that (they somewhat rely on mincors ore as it has low Fe-MgO and arsenic content & can be blended with their product to create a better end product.
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That whole post means nothing. Once grades begin to significantly improve it wil become economical. When you’re almost 2 times low than MT Keith and that’s regarded as very low grade. Waiting to hear that they are getting significantly better grades
(20min delay)