Interesting to see how Canada Nickel (another large scale low grade player from the west) is pitching its story https://canadanickel.com/wp-content/uploads/2024/02/CNC_InvestorDeck_February2024VF1.pdf
- highlights the geopolitical aspect of valuing nickel sources - how the west deals with potential threats/competition is key
- BHP's more recent appetite regarding acquisitions, through now writing off some of these with potential closure of nickel operations (temporarily I assume, as per post earlier about sign of bottoming out before Ni prices move up)
Makes one wonder how MT will compare in MRE terms (and when WMG gets to this stage!). The carbon sequestration comments from the past also something to look forward to in the future post-MRE.
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