Re IGO..... generally likes to fill gaps, I lightened yesterday and looking at $3.90 for re-entry
Need confirmation of Philipino govt following through on shut downs. If Ni price follows through, IGO will have Nova coming on stream later in the year, very low cost production, so could be a nice confluence. Would be surprised if IGO will not re-visit $6 in medium term. In addition, Cu looks to be putting in a bottom
The Big Boys, page-713
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