Agree.
The forecast looked adequate, but the June QR really doesn’t inspire a lot of confidence. Need to ramp up mine output much more than 8% per Q, and can’t afford any more Aprils with the concentrator sending 33% of the nickel to tailings either.
The nickel price spike has given Pan a get out of jail card, but prices are no longer good enough to sustain such a slow ramp up.
The Sept Q is almost a third over and there has not been any noise about any massive improvement. If they can’t lift the game significantly in the Dec Q then I will not be too surprised if the tin is rattled.
EL
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