possibly. Every assay will cover deleterious elements such as Arsenic, MgO as well as co-credit minerals - all built into the resource models.
Maybe they haven't got their product blend right on the ROM pad / seems like a cluster to me, like with iron ore getting the spec right is imperative to getting paid as per offtake agreement.
The other source of issue may be the race to produce nickel on time over-road the sequence and mgmt we're hoping BHP would come to the party. Well hope is a piss-poor mine plan.
Now where I have issue with nickel companies are that they do not publish these deleterious results under the clause of confidentiality. I had no idea Arsenic was a problem at any of these operations.
I am pissed at management - this is a total ball drop. I'd suggest the new CEO walked into this one. Better an engineer at the helm than a bloody accountant.
MCR Price at posting:
$1.43 Sentiment: Hold Disclosure: Held
