I'd add the following
1. Cassini is anticipated to reduce the required nickel price to commence operations at the two mines shut in temporarily. This will be confirmed in 4 months , how the financials look including Cassini.
2. capex to restart isn't that big , they have the cash now pretty much and Cassini will add cash each month , offset to a smaller degree by exploration costs.
3. nickel price has already reached required levels recently and given projected increase ($28k USD per tonne) by 2022 I doubt they are waiting on price now. they are pushing forward.
4. NPV on projects doubles at AUD 24,000 per tonne. I'd expect this price by no later then end 2019 and nickel production to be well underway. this is huge for the share price or mkt cap.
5. looking forward to brokers getting across this stock and come up with valuations and price targets.
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