PH already told us
the geo team was jumpimg for joy at the chem results
POS has low impurity low arsenic low msg high Ni conc that BHP would love to get their hands on.
BHP & Tesla both looking for acquisitions & partners in WA Ni industry.
only POS PAN with near term ready resources, mines & mills not tied to BHP offtake as yet.
who needs them? We dont.
we have AF BMM MD & the Gold & the mills & the offtake offers.
AF may finally have let this launch after BHP ate his lunch & chips.
next the offtake deal
we know BHP Trafigura Glencore Jinchuan FQM/POSCO all have active offtake deals in WA
We know Tsingshan had a deal with us in 2014 that lapsed & FMG had a deal for joint marketing in 2008.
It must be one of these as only serious applicants need apply.
say $50M cash credit fromTrafigura Jinchuan or FMG.
How long will AF allow FMG to be left behind in this once in a lifetime Ni mass production opportunity?
BHP will monopolise the Ni market for decades to come with Tesla.
offtake offers must be flooding in at better terms & getting more desperate as thisTesla deal news hit.
POS Offtake is now GOLD.
PH already told usthe geo team was jumpimg for joy at the chem...
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