Finally Goldman johnny come lately upgrades its Ni forecastsonly...

Finally Goldman johnny come lately upgrades its Ni forecasts
only 6 months late this time

$19.05 uslb target price
deficit widening from -162kt to -196kt pa

the calls for a surplus by them for 2021 2022 now proven completely wrong & deluded & tb estimates now proven correct.
note no mention of 2025 deficit mentioned

where in heck is that extra 250ktpa by 2025 from EVs alone coming from?
also ni demand goes to 4.7mtpa by 2025, was 2.3mtpa.
so ni demand doubles in 4 years

now they are getting more realistic & actual but was only a matter of time before they changed their calls late again

this is bullish for global ni investors & yankee bondholders who will again late follow goldmans late estimates & target ni producers for SP ramps & loans & junk bond offerings.

the same bondholders who 6 years ago screwed mbn aussie holders at a loss now wishing they had it back to flip for $Bs.

Its good news for POS, essier loans, more hedgie ramps, more buyers, less sellers.
looks like af af b.mm didnt even read goldmans reports & live in a bubble or in a cave the last 2 years like goldmans experts.

not me, i knew this 2 years ago.
expect them to run up pos sooner or later
the DFS & MST reported NP target has to move from 8.00 to 19.00 with high margin production going to mega high margins double the prior figures

will PH or MST actually listen to Goldmans call now?
$700Mpa - $1,000Mpa revenue cant be ignored forever.

at near annual lows & NP headed to 19, this is Buyzone imho