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BobbyDee

259 Posts.

19

03/05/22

13:51

Post #: 61172683
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Originally posted by michaelhaley ↑

I agree,

I think Panoramic is well positioned to remain profitable in a 'higher inflation' global economy.

In production, positive cashflow and ramping up sales of a product that is in global critical supply shortage.

These factors alone will negate the effects of a minor inflation rise, introduced gradually.

I also like the flexibility of the loan agreement, being able to pay off early without penalty is a great benefit, if in worst case, inflation rate is more aggressive over the next few years management could prioritise reducing debt early to mitigate interest costs.

Panoramic is cashed up now and will continue to see high revenue return from shipments as Nickel price sits well above base case. Paying off the loan early is definitely achievable.

Savannah is a money making machine.

I can only speculate that selling is due to conservative 'unknown' regarding inflation - I'm confident that any rate rise will be manageable for economy and Panoramic is very well positioned to continue to make profit for many years to come.

It is the 'unknown' that is causing volatility. Not the reality of Inflation.

Botts in overdrive today we're down on low volume look at all the sales of 150 odd at a time, I think good buying at these levels

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PAN Price at posting: 30.8¢ Sentiment: Buy Disclosure: Held
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