NP still holding up
us$7.77 lb
or
aud$25,700
still way above the prior CEO targets of aud$23,000 & AISC BFS 2022 $4.90
NICKEL Price
17,136.21
+235.21
+1.39%
05:24:21 AM MI Indication
Wheres the Ni coming from for western manufacturers, EV, Tesla and arms producers?
Wheres the $13B in situ JORC that POS has in the ground going to
Wheres AFAFs refinery with IGO .. nothing, no news at all.
Wheres the MCR operation at, closed and shuttered
Wheres the Noront ring of fire cr@p at, closed and unheard from.
Wheres the PAN administration at, no news at all.
Wheres all that BHP offtake to Tesla coming from, if at all.
Looks like Oz suppliers are more unreliable than the Indo ones.
Looks like BIG SHOT is still in charge of the NP & LME.
POS has seen interest based on numerous signed deals with GMD MINRES BHP FMG LIT Trafigura Tsingshan AFAF/Minderoo since 2012.
Dont tell me they dont have any interest now or dont keep tabs on POS still.
POS has kept BSwan, LJ and W, very important long term.
POS now sitting dirt dirt cheap with NO DEBT & MASSIVE ASSETS/MILLS waiting for the AGO scenario to play out imho.
The cappers performance has been truly A class. But its the big cheap deal that will be the prize imho.
NP bears were totally wrong looks like.
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