PAN is making a motza right now
NP spot is 48% higher than the DFS and costs are dropping with higher production and less capex & higher margins, the margin in the DFS was 50% and FCF is starting to build imho.
PAN is very sound financially and a cash making machine.
PAN needs another top 2 holder to counter IGO and its ultimate play for all of PAN here.
SP should be over 30 toward 47 now imho but for this capping.
likely UBS IGO are the cappers.
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