My thoughts for what they are worth. Base case NPV using Cu/Ni higher than they are today, which is consensus pricing but China may have more downside yet. Looks robust though, with potential upside on Hydroxide and Succoth. Capex has grown, so I expect appetite at FID will depend on Carra/Brazil earning their keep.
Not sure why CZI still suspended. Someone's been naughty, or maybe they've got a financing piece lined up already. Dreams are free.
CZI Price at posting:
11.0¢ Sentiment: Hold Disclosure: Held
