NIC 0.00% 80.5¢ nickel industries limited

Outperform - Macquarie, page-21

  1. 1,295 Posts.
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    Pretty sure most people invested in NIC are betting on the macro growth in nickel demand being the primary driver of share price growth, and gauging its worth based on current present-day suppressed nickel prices in the short term is kind of missing the point

    it's an increasingly critical mineral & NIC continuing to pivot away from just NPI positions them very well given the size of the resources at their disposal

    doesn't mean anyone should be surprised if things are grim for the next 6-12 months as the global economy goes into a lull
 
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