Guys, please do not get excited...This is a short term spike.....

Guys, please do not get excited...
This is a short term spike.. only benefit existing nickel producers.
BSX is still 2 yrs to mining... We should be looking at long term trends..
Assuming this pushes up long term average price.. think... BSX focus is on DBU.. which NCM811 precursor is based on 8 parts nickel.
So, if nickel price continues to be up in the cloud.. It brings up the cost of NCM811 and the question is whether NCM811 is then feasible ?
This is classic case like Shell... oil prices >$100, their refining margins are all gone as crude oil - raw material is so expensive and it depends if they can pass thru all cost increase.

A lot of uncertainty... would love to hear the opinion of others.