Yes.... The cards have been on the table for a long time about the path of Ni, first it was the Indo's sayng no more exports (up she went), then LME (the decline started), now the Indo's with the CCP as cohorts ramping, up the dirty production of their product flooding the market (major dip).
I said it before, this DFS about face could have been done a long long time ago.... and now Ni is slightly on the up again, well.... who the fook knows.
WE have a possible Tier 1 resource, WE need to get in front of the market.... ATM we are just followers, our BOD are followers !!!
Flash / BOD needs to get the house in order, and a strategic path that realised what we have, not a path of continuous change, under the guise of "strategic change" .. or whatever they said.
Mr Market could give zeros sheets about the re-focus on Fe ... we need to MOVE down the path, not say we are going to walk it.
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