Gday guys,
Ive attended a Nickel briefing here in sydney recently with MCR, WSA and TIR and if you send me your emails I can onsend the reports I picked up.
I dont know much about Sallym, but if you look up my earlier posts on MCR Ive put up some basic prodn./resource/reserve info.
MCR should have 2 more sites in prodn within months and are looking at the next 8 years production rising from 1000t/annum to a high of some 17000t/annum then declining to approx 8000t/annum...based on reserves only.Obviously the hopes of their 7mill exploration project should flesh out much more resource.
I also have an industry resource report that Ill try and fossick out which might have some an analysis on Sallym.
MCR definitely looks good buying as the spotA$Ni climbs back towards a$16000/t, but so does IGO,TTR and even JBM. I fear for all the new listed explorers who look to maybe miss this Ni spike...though with LME stocks down to 13,100tonnes -cant forget supply/demand curve.
SMY
sally malay mining limited
