The dump on Nickel into the warehouse on or around the 2nd March was the trigger for the price correction. I don't believe it was clear over supply but well orchestrated to cool off the Nickel Price.
But as a few solid posters here have mentioned its had little impact on the precursor price which is what BSM will be delivering. The drift in SP from 56-57c down to the low 40's is a nice top up spot IMO.
Keep selling the Green narrative Scott, that will differentiate us from the pack and there's the premium to our business value we shareholders crave.
BSX Day to Day SP discussion, page-636
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