http://www.slideshare.net/fullscreen/informaoz/tom-price-ubs/15
older - but useful - NBB where "future growth" is coming from.....
where it is versus "capacity" ......
https://newcaledoniatoday.wordpress.com/tag/nickel/
there was a delegation meeting in late may ......vale and the French were there .....no mention of china .......
example of a lateritic miner - was trying to buy a "hard-rock" miner
http://www.interaksyon.com/business...l-drops-bid-to-acquire-zambales-mine-operator
search ferro-nickel production and "plants that may be built" ........
2.8bn US$ buys you 77,000 TPA of nickel metal (11% +/-) .....so highlights the price offered / paid by IGO "not excessive (assuning prod ramps up as expected) ......
17,200-17,500 is the estimated breakeven for these newer RKEF plants .......
rgds
V_H