..."Has a reputation of boom and bust... I’m worried flem might only get going after nickel comes off the boil"...
Have you compared previous boom/bust cycles associated with Nickel demand and compared them with the new demand on Nickel that is coming from a brand new sector 'renewables and electrification' combined with the traditional end-user sector for Nickel?
There will be waiting lists of desperate end-uses by the time the samples will be ready from Flem...either by end of this year or Q1'19.
But I have a funny feeling you already know all that.
All IMO
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