External news and commentary, page-91

I have just finished reading Matt Fernley's latest blog.

I recommend reading his content as it's very relevant.

For those that are not familiar, Matt has spent over 18 years as an equity analyst, following Mining, Chemicals and Industrials sectors.

'I think somewhere around US$15/lb is a healthy nickel price given current inventories and if inventories come down this year as I expect, then there’s justification for prices to go higher.' - Matt Fernley

Source: https://www.batterymaterialsreview.com/ourblogs/why-i-prefer-nickel-over-copper-part-3-near-term-trends/