skin in the game, page-17

You got me curious Manila, tell us more. Can't find anything online although i did come across this Proactive Investors article about article and nickel prospects which included GUN:

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Why nickel nudged one year high
Friday, April 11, 2014 by Proactive Investors


Nickel prices have hit a one-year high.
Nickel prices have reached a one-year high on Thursday as the metal extends its longest streak of gains since October 2010 on concern that Indonesia’s unprocessed export ore ban will result in demand outstripping supply.

Three month nickel on the London Metal Exchange reached a session high of US$17,226 a tonne and closed up 2.3% at US$17,080.

Nickel is used in stainless steel and prices reflected concerns that stockpiles could run down further.

This is supported by the International Nickel Study Group cutting on 4 April its estimate for a 2014 surplus of 50,000 tonnes of nickel from an October forecast of 120,000 tonnes.

Indonesia Ban Impact

Prices have risen 23% so far this year on top exporter Indonesia implementing a ban on shipments of unprocessed ore as it seeks to reap more benefits from its mineral wealth by pushing domestic processing.

Indonesia had accounted for 18-20% of global nickel supply, shipping 41.5 million tonnes of nickel ores in the first nine months of 2013.

This ore was used by stainless steel producers in China as a cheaper alternative to refined nickel.

The reduced supply of nickel ore could force China to increase its use of higher-grade refined nickel, underpinning global prices.

Vale SA (VALE5), the world’s second-biggest producer, had earlier this year suggested that prices could advance to US$20,000 a tonne in the next few years.

ASX Nickel Plays

There are a number of Australian Securities Exchange that are either nickel focused or with exposure to nickel projects.

Mining Projects Group (ASX: MPJ) is building itself up as a new nickel player in Western Australia’s Fraser Range.

The company has received backing from renowned nickel prospectors Bill Amann and Adrian Black who have virtually written the "playbook" on making large nickel discoveries in Western Australia including being instrumental in Sirius' Nova nickel deposit in the Fraser Range.

It is also acquiring 100% of the Balladonia Tenements comprising 246 square kilometres expanding MPJ’s existing Fraser Range East Project which borders Fortescue Metals Group (ASX:FMG) and Sirius Resource’s (ASX:SIR) tenements located south-east of the Nova-Bollinger Deposit.

It will also increase its interest in the existing Fraser Range East and West Projects to 100% and acquire 100% of the Dingo Range Tenements comprising 326.8 square kilometres bordering Rox Resources' (ASX:RXL) Mt Fisher Project.

White Cliff Minerals (ASX: WCN) is preparing to carry out exploration at the Lake Johnston and Merolia nickel-copper projects in Western Australia.

Drilling is scheduled to commence to test 4 category one electromagnetic (EM) conductors with coincident nickel-copper-platinum-palladium soil geochemical targets recently identified at the Mt Glasse prospect at Lake Johnston.

It is also carrying out ground electromagnetics and geochemical soil sampling at the Merolia Project.

Amongst the companies with exposure to nickel projects is Kibaran Resources (ASX: KNL), which while primarily focused on its Mahenge Graphite Project in Tanzania, also holds the underexplored Kagera Nickel Project that is located along strike of Xstrata's Kabanga nickel deposit.

Work is underway to better understand the true nickel-sulphide potential and financial value of the project, which covers an area of 864 square kilometres.

The study is essentially focused on the compilation, re-processing & re-interpretation of historical of airborne and ground exploration data over the project area and its surrounds

Coburn mineral sands developer Gunson Resources (ASX: GUN) holds the Fowlers Bay Nickel Project in South Australia where it had completed a gravity geophysical survey during the half year ended 31 December 2013.

This was carried out over one of four exploration targets and found good correlation with a north-south trending magnetic zone defined by an earlier aeromagnetic survey.

The correlation suggests that this magnetic zone is comprised of mafic and possibly ultramafic rocks that may contain nickel sulphides.

Gunson intends to pursue this correlation with follow up drilling, pending land access rights and South Australian Government co-funding.

Pioneer Resources (ASX: PIO) had last year defined an initial Resource of 222,710 tonnes grading 2.92% nickel for the closed Blair Nickel Mine within its wholly-owned Golden Ridge Project in Western Australia’s Eastern Goldfields.

The project is well serviced by existing infrastructure related to modern mining history and proximity to other current and historic operations as well as Kalgoorlie.

A FKEM survey is currently underway.

It also holds a 75% interest in the Fairwater Project in the Albany Fraser that is 105 kilometres southwest of the Nova-Bollinger nickel discoveries.

Legend Mining (ASX: LEG) had last September pegged a 356 square kilometre tenement within the highly prospective Fraser Range Belt in Western Australia.

Aeromagnetic interpretation had indicated potential for magmatic nickel-copper mineralisation beneath transported cover.

This is expected to be granted in April 2014.

Poseidon Nickel (ASX: POS) had recently raised $3.8 million for pre-production activities at its Mt Windarra Nickel mine in Western Australia. Capital costs to restart mining at Mt Windara this year could be under $15 million.