http://www.slideshare.net/fullscreen/informaoz/tom-price-ubs/15...

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