Red has been bangin' on about this for a while now...
Thanks for taking the time to put it all into one post for all to see.
Along with Ulysses I remain optimistic on POS and feel we have a looong ways to go.
I believe as Nickel spot goes up, so will stock piles as existing producers ramp back up and sell stocks into the higher prices. The battery tech will take a few years to get into full swing so we will have to wait and see how it all balances when it comes to the depth of the nickel deficit and size of Red's N4 boner.
However there is always the spike bullet... The Twiggster! The greatest unknown X factor that POS have up their sleeve. Again I believe we will have to wait for POS to start production at least on Silver Swan in order to get maximum traction from any appearance of AF. Timing would be critical one would think.
If your a believer then POS at these levels is great buying. If they have managed to stay alive for this long in these cold winter commodity times then there is a good chance they will be here for the sunshine and lollipops.
All in my opinion of course, I am a long term holder with HOPE to see my investment back in the green.
My sentiment has been jumping from none to buy of late and it may change again next week... Never a dull moment being a POS holder! As much fun as a barrel of monkeys ;-)
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