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I wonder what PANs projected marginal cost might have been 12...

  1. MarkHGO
    6,513 Posts.
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    29/03/22
    14:17
    Post #: 60493217
    I wonder what PANs projected marginal cost might have been 12 months ago? Expect there was profit in it then? So now when you look at what the price of Nickel has done:

    https://hotcopper.com.au/data/attachments/4214/4214414-cc43453c852eb47aed8561676d117e74.jpg
    How does the price of PAN reflect the Nickel price?:

    https://hotcopper.com.au/data/attachments/4214/4214421-e9c606697e2f226b51a04cfd75447db0.jpg


    Suspect PAN is not tracking proportionally? then consider the icing that is on the cake now with Nickel above $30,000!

    PAN Price at posting: 28.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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