NIC 3.68% 98.5¢ nickel industries limited

I don't think they are trying to avoid a rollover as refinancing...

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    I don't think they are trying to avoid a rollover as refinancing was the base case in the 'illustrative overview' presented last quarter, so I am operating on the assumption that it will go ahead unless NIC indicates otherwise.

    Also I think the Dec quarter results will surprise on the upside given the haul road ramp up, the contribution from HNC, and the low cost production at ANI and ONI which I expect will see RKEF margins average around the US$2,250 /t mark.

    Looking forward to the results next week!
 
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