Just as QPM has pivoted to focus on its gas assets, could there...

  1. 793 Posts.
    lightbulb Created with Sketch. 1726
    Just as QPM has pivoted to focus on its gas assets, could there potentially be another regional nickel pivot in play?
    https://www.mining.com/web/us-philippines-eye-agreement-to-cut-china-nickel-dominance/

    https://hotcopper.com.au/data/attachments/6143/6143029-846c3bf7ce9d70ec87c414bd75e84047.jpg
    Imagine the OPEX savings with a TECH facility on-site in the Philippines:
    - No/vastly reduced shipping & ore costs
    - Far lower labour costs
    - Shorter shipping of finished product to Korea/Japanese cell makers...

    Perhaps a TECH twin, built in conjunction with Townsville's Stage 1.
    CAPEX savings with double the equipment being procured; engineering all but done, each site learning off the other...
    what.png

    And before you know it, France and NC are wanting one built locally.
    Be a nice earner for QPM to partner and share their $100M engineering improvements to the Direct Ni process in accelerating global supply of cleaner non-Indo nickel!

    No news since the US-AUS Compact; let's hope its more than talk and Treasurer Chalmers upcoming budget has something to show for this behind the scenes work. 12 sleeps to go...
    C'mon Joe, Jim and Albo:
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
3.8¢
Change
0.001(2.70%)
Mkt cap ! $95.96M
Open High Low Value Volume
3.6¢ 3.8¢ 3.5¢ $338.7K 9.181M

Buyers (Bids)

No. Vol. Price($)
16 2656505 3.5¢
 

Sellers (Offers)

Price($) Vol. No.
3.8¢ 382797 1
View Market Depth
Last trade - 16.10pm 20/06/2025 (20 minute delay) ?
QPM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.