Fwiw imho we’ve seen the bottom, provided the nickel price holds (say A$14/lb plus) and the ramp up stays on track. This despite todays drop against the sector, as imo just balancing out an excessive jump a few days back.
Hopefully next quarter debt net starts dropping materially. Starting to look a lot safer.
PAN Price at posting:
16.5¢ Sentiment: Hold Disclosure: Held