Mason,
Not quite.
I do have a more significant holding in one still at the resource evaluation stage, so still quite speculative, DKM. As such I am not planning on increasing my exposure to it, but to continue patiently holding it.
I generally much prefer established producers or at least once their is a clear path through FID into production. This (in copper and/or nickel) is what I am currently in search of, and PAN is one option. I am encouraged by progress (albeit to date they have been very lucky with the nickel price imo).
If I buy more PAN it will likely be one a falling nickel price provided I feel safe at the time about cash/cashflow/debt repayment.
EL
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