Australia's largest stock trading and investment forum Australia's #1 stock forum

PAN

Click for more information

0.00%

3.5¢ panoramic resources limited

Can we buy your PAN shares please?

First 68 Last

Share
Profile

Follow
kdwc

1,908 Posts.

298

04/01/22

16:44

Post #: 58635774
Share

Originally posted by entropylord: ↑

Agree, plus if John would remember any current discount is to the price that they were not prepared to pay two years ago, after doing their due diligence. And no one else was either.

I would expect that if they wrap up WSA they will be even less inclined to bid for PAN, as they will have achieved the continuity of their nickel business they so desperately needed and sought, and quite a few optionalities including for downstream processing.

Of course PAN might still be quite attractive to them. PAN produces quite a low nickel content concentrate, which has high transportation costs and won’t be getting the best of payabilities. Recovery is not so flash either. Perhaps IGO’s process is able to add quite a bit of value, though probably no more than it would’ve two years ago.

I am just happy to see my small holding get close to being in the money again. I suspect we are fairly fully valued now, but then with cashflow now we are fairly well derisked after a horrible restart.

EL

Expand

Can we buy your PAN shares please?

PAN Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

Reply

Top Stories

FG1

Flynn Gold reaches milestone exploration target for Golden Ridge

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Week 45 Wrap: Combat sports usher in Trump 2.0 – or is it male insecurity?; RBA boring; Propane suggests China alive

IMU

Imugene kicks off Australian trial for blood cancer treatment

Trump Victory Sends Bitcoin Surging Above $75K – Is $100K Next?

UBI

Universal Biosensors flat despite fresh deal with US medical product distributor

HotCopper Highlights: Your most watched and most discussed stocks this week

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Trump is President Again: What Does This Mean for Crypto?

MMI

Metro Mining inks bauxite offtake contracts into 2026 with Chinese m

First 68 Last

Add PAN (ASX) to my watchlist