PAN 0.00% 3.5¢ panoramic resources limited

Chart thread, page-416

  1. 9,762 Posts.
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    PAN increasing production, margins and selling at way above the DFS NP of 8.00 (spot NP is now ~ 10.50)
    Thats 30% higher than the price they needed to make a fair profit.
    Trafigura shipping stock to Jinchuan 100%
    IGO owns 21% of its stock, a prior bidder and a cash machine.
    Victor as CEO has shown Harold the former CEO how its done.

    This shows how undervalued PAN is compared to MCR or WSA for example at $1.1B MCaps.
    With NP expected to rise further and global demand tripling,

    PAN is one of 2 Ni ASX stocks that have yet to FLY like the others have.
    Its cheap imho.
 
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