quest for you - did the former MD send you a copy of the history of Nickel mining ?
I tend to agree with you, with the exception that I think that IGO will be the absolute standout in this ni price cycle......
one thing to keep an eye on (imho), is the science / technology in coverting ni laterites to pure metal .......why:
1. all the fwd forecasts have the current Ni stockpiles being fully depleted inside of 18 months or so.......even with a few currently mothballed ni-sulphide mines being re-opened - it wont be sufficient for new useages of ni metal .....so it has to come from somewhere......
commodity price could "do anything" ........
will be an interesting 18-24 months I rekon
rgds
V_H
MCR Price at posting:
45.5¢ Sentiment: Buy Disclosure: Held
