classic flooring pattern here with rebounds outwards higher
NP broke out past 11.00 again
production and cashflows going the right way
PAN has a MILL and a MINE with good offtaker in Trafigura plus a good CEO Victor.
Victor will prove he can restart on time on budget and operationally improve unlike WSA MCR POS
PAN is outproducing MCR by 50% and has a massive MILL of 1.5MTpa which MCR does not have.
PAN also doesnt have impure low spec ore like MCR which BHP does not want.
PAN is also not controlled by BHP or IGO or AF (yet).
If MCR is worth $750M then PAN is worth more imho.
Thats way above current MCap.
As NP rockets to market price, PAN will RUN imho.
- Forums
- ASX - By Stock
- PAN
- Chart thread
Chart thread, page-763
-
- There are more pages in this discussion • 454 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)