Chart thread, page-929

6000Tpa from restart is not a bad effort imho.

Production guidance-

Sept Q 1331 t Ni in conc up 32%
Dec Q 1524. Up 14%
Mar Q 1465. Down 4%
YTD 4320

Guidance required 6600, thats 2280 for June Q so I agree its unlikely
but 6000 is not to take June Q to 1680 which would be a record high for PAN restart based on either higher mill grades or higher mill throughput.
And costs are reducing
And revenue is still around aud $31,000 pT way above the DFS guidance of ~aud$24,000
And Trafigura is paying higher rates than cheapskate Jinchuan
And cash at bank increased last Q

Chart has flatlined at 11-12 and its bargain basement
With WSA MCR OZL all taken over by the big 3 of which 2 of them hold some 26% of PAN (IGO AF) then PAN remains a target when its this cheap.

At MCR valuation/production ratios, PAN ought to be at 43c not 11c imho.
How is MCR worth $750M and PAN a third of that at $230M when it has more resources and a massive MILL and 50% more production and NO arsenic low spec ore issues at all unlike MCR?!

PAN is way undervalued imho and someone is holding it down for an impending bid imho.
Likely IGO again or AF once MCR is done imho.

PAN will RUN imho.