Hi all i have been away for a while and i am pleasantly surprised to see the performance of PAN.The nickel price has been a very nice surprise to me but more importantly the copper price holding over 5k is the key.Just on what i have seen in my travels is this..China has been spending up large..stockpiles of ..Nickel ..Oil..Iron Ore..Copper ..Coal all very high..there has been huge infrastructure works in China but now up north and north west its freezing,so work has come to a stop.On the flip side it seems a big spend is coming up in the U S A...Philippines nickel mining is still continuing, just a few very small mines cannot meet the requirements of the government crackdown on pollution.Good luck and cheers to all ...very wary
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