This was already posted & heavily discussed in the thread Tesla on here.
This deal.is a market game changer even ABCs Koehler stated thursday night on national abc business news
this gave 60s high flyer poseidon a bump
11c looks very cheap compared to 77.5c & 5535c of bhp onacteen while he talked to a national audience.
This deal has boosted BHPs WA Ni monopoly
BHP needs to find another $1B or 40,000T of ni metal or 260,000T of 15% ni concentrate for Tesla without removing or cancelling existing ni supply customers.
who has such massive volume of Ni ore?
Who has the 2nd largest jorc resources in Australia at 400KT already likely going to 1MT?
Soon the monopolists will flex their financial muscles on MCR WSA FMG & all juniors sweeping all before them in the coming consolidation next 2 years.
Who stands in their way, who will climb the Ark and avoid the flooding tsunamis?
climb monkeys CLIMB!
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