PAN 0.00% 3.5¢ panoramic resources limited

Chart thread, page-721

  1. 13,963 Posts.
    lightbulb Created with Sketch. 1047
    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
 
watchlist Created with Sketch. Add PAN (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.