POS 2.44% 0.4¢ poseidon nickel limited

Nickel Boner Update, page-5325

  1. 9,814 Posts.
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    NP 10.43
    another jump higher today, all going in the right direction to sign offtake deal
    our CEO must be very happy as the margins are way better now.
    Even at a NP of 8.00 we would be highly profitable imho.

    Column 1 Column 2
    1 Nickel June 15,23:27
    Column 1 Column 2 Column 3 Column 4
    1 Bid/Ask 10.4198 - 10.4402
    2 Change +0.1270   +1.23%
    3 Low/High 10.1410 - 10.4402
    Thats aud $34,000pt now
    way above the $23,000 restart target the CEOs mentioned 2015-2019
    now its a whopping 48% above that target

    and the BFS states AISC is us$4.90 = aud$16,000pt
    so at aud$34,000 thats a whopping aud$18,000pt profit margin

    at 8,600Tpa = aud $144Mpa profit
    at 12,000Tpa = aud $216Mpa profit

    PER = 130/144 or 130/216 = 0.90 -0.60

    MCR PER is 19.0
    thats over 10-20 times higher than POS PER on 2024/25 earnings

    and NP is going higher imho.
    Needs to get to 15-25 to inspire western investment & drilling.
    Easterners dont need NP high like BIG SHOT at all as they are happy to continue to increase their control of the market lowball as westerners exit or are pushed out & they ramp their prices to quadruple margins on end product & sell that to the west excluding EVs and military supplies.

    China now is the largest EV seller in Europe using Neo and others as Tesla and westerns EVs cant get Ni stock they need anywhere so crimped by stock shoirtages.

    NP BOOM impending.
    Last edited by tomboy: 16/06/23
 
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