Long-term Ni Outlook is strong, imho, or I wouldn't be wasting time posting here. The fact that BSX is focused on sulphide deposits laterite is a huge plus.
It's the short term we're living in, and the fact is that BHP Ni West is losing money. BHP has a history of selling assets at market lows. BHP have invested a ton of cash into Ni West specifically for the battery market, so I can't see why they'd sell it. They also have offtake agreements with Tesla.
Putting Ni West on care and maintenance would be a huge decision and the impact on Ni would imho be positive.
I've been thinking that if BHP did sell Ni West for penny's on the dollar I'd like to invest in the buyer, as they'd own the ownly Australian Ni smelter and set up.
If BSX got there shit together, perhaps it could be them?
Long-term Ni Outlook is strong, imho, or I wouldn't be...
-
- There are more pages in this discussion • 331 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
