Looks like that 20% holding by IGO is not going anywhere but UP.
IGO CEO talking up acquisitions, PAN a clear target with other near term producers also a target.
BHP seeking acquisitions mentioned since Tesala deal last year - tried Noront (AF took it) then OZL, both failed so far. BHP bullish on Nickel but no mention of where that extra ore is coming from to feed the larger refinery capacity & all that extra offtake to Tesla & Ford.
Tesla is doubting BHP as they now signed to invest in Indonesia despite avoiding NPI low grade slave labour crap in the past.
PAN SP holding its gains. Should be at 36c now with that production & margins imho
PAN only one of two Ni plays left in Oz imho.
PANs CEO has produced excellent results and shown up former CEO Harold.
PAN will RUN.
External news and commentary, page-189
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| PAN (ASX) Chart |
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