Thanks, Bowmo. Always good to hear from you. I admire your optimism, but I think the current Board is cut from very different cloth from the guys that steered the ship during the last Ni winter when LJ & BS were acquired. Food for thought.
On the green Ni premium thematic: I certainly don't discount it from potentially playing a part a some point in the future, but in order for that to happen I'm of the view that Western govts would need to weigh-in with punitive trade barriers for Indo/China-related product in order to make a green Ni premium viable/practicable. It may well play out that way, but that's still a fair way off, imo. In the meantime, vanilla Class 1 spot is off its recent highs because the quota-related (supply) bottleneck for Indo producers -- caused by delays relating to the recent in-country elections -- is now abating. In the near/mid-term I think Indo/China will continue with the trend of ramping-up supply capacity to further strengthen its global position. That is, continue to put the squeeze on other suppliers who sit much further up the cost curve (eg: the vast bulk of the WA Ni sector).
Best wishes, mate.
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