Q2 report way better than MCRs
PAN outproducing mcr by 60%
1500tpq v 990tpq
yet MC is 3 times lower than mcr!
Oz fabled Ni production ramps look dead in the water, BHP in serious trouble with its offtake commitments & mass cashburning capex
looks like PAN cant run no matter what they do
global inflation has killed the margins
Chinese have monopolised the NP & offtake
West needs NP at 20+ up from 13 now
Looks like only 1 Ni runner left now as PAN is bogged down like mcr
Ann: Quarterly Activities Report, page-32
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