Tick tock...., page-42

A serious production cut from any one of these 6 major global Ni producers Especially the high cost high currency producers like BHP FQM Chinese NPI or Glencore, will see a serious sharp spike up in the NP just like with the recent ZiP spike.

In fact i would predict with NP this low it is inevitable and has been happening by stealth unnoticed by the market NP as yet since November 2014 when chinese port Ni stocks & NPI production both started dropping and since February when chinese ferronickel imports to china spiked a massive 300% compared to 2013 imports according to Platts Research of Singapore.

I have said numerous times, there has been a global Ni deficit since Feb this year and a chinese local deficit since October 2014. I have said many times, Stevensons N3 Eclipse thesis is accurate and understated in many ways but is late.

If we see a NP spike at some point, i think the POS team will move fairly quickly like they did with ANL & FMG for a fast production start move with funding pre-approved.
Fredy told us POS is ready.
Believe it.

When they see the NP and global factors move, they are ready & they will move quickly when they want and timing is right, where they want at the mine plan they want with the funding they want, just like they did with ANL & FMG. Within 6 months over $500M of funding & infrastructure built literally overnight. No one believed it except the true believers.

Read the book "Twiggy".

We will then be able to add the name of Jason Stevenson to the list of legendary futurists. If he is right we will be F rich.