What is concerning is SW's and Blackstone's frenetic posts around nickel rising. They aren't producing for at least 3 years and if the partners want in they are looking far forward and not current prices of nickel. They seem to hung up on the price to have confidence.
It's also concerning Scott talked up a Vietnamese partnership first then move on to other partners. It sounds like another limp dicked announcement is coming without the money to really push the project to construction. Will a Vietnamese company have the financial clout and expertise along with Blackstone's below average executives to develop the project before I retire in 10 years.....probably not.
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