thoughts/questions, page-4

Mate, I love your post. Cogent and sensible arguments for and against. I like Panoramic, but I think they have a bit of work to tidy it up and make it a more efficient mine and I think they will get there. I'm betting big on Nickel having strong growth over the next five years. The nickel price has had consistent growth over the 6 or 7 years and spiked at the start of the war. It's now settling and is probably going to take a bit more of a dip this year. For me it's longer term and I think at some stage one of the bigger players will jump in and sweep them up because they have a lot going for them. It's been a bumpy ride but I am on the side that thinks they are great value right now if you want to hang around for a few years.