until his next major cock up

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19/10/23

15:40

Post #: 70430481
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Originally posted by tomboy: ↑

STUNNING RESULT on all levels, BULLISH

Production UP 56%
Ore mined & milled UP
MILL pumping strong UP 25%
COSTS slashed by 39%, WOW.
NI grade UP 27% to 1.18% (BFS was 1.23%)
Ni grade % 1.18 0.93 27%
DEBT DOWN $3.4M also
CASH still large at $42M

Cashflow reduction not as bad as market expected at this crashed SP and large chunk on MILL repair and production time lost for MILL repair despite dropped NP from 11 to 8.35

WELL DONE VICTOR

I told you so, Victor is a LEGEND & showing up prior flaccid CEO Harold what for.
I predicted slashed costs and better grades SPOT ON.

Victor is now focussed sharp on cost cutting and production and mill performance
And the results prove the market has got PAN all wrong
the market predicted high costs and no change in performance and shuttering of production but its the exact opposite,

WELL DONE PAN & VICTOR
Keep producing and outperforming markets lowball expectations
Market starting to realise its way oversold PAN comparative to other Ni stocks like MCR WSA IGO BHP

PAN at this production level is outproducing MCR at $760M valuation at a pathetically low valuation of $110M and it has a 1.5MTpa MILL which MCR DONT HAVE.

4c is a ridiculously low SP imho
PAN should be at 27c on this production and performance

PAN WILL RUN imho

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until his next major cock up

PAN Price at posting: 4.1¢ Sentiment: Sell Disclosure: Not Held
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0 Great analysis

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until his next major cock up

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