"If the Nickel price drops enough the lower quartile producers will survive and the others won't"
That's the big problem with PAN, who knows how bad this current economic mess will get but anyone who was in the market during the GFC period will remember former high flying resource names like CUO, KZL, MRE that went belly up when commodity prices collapsed
PAN Price at posting:
15.0¢ Sentiment: None Disclosure: Not Held