1.5BN tonne nickel thesis passed stress-test!29 Apr 2026 18:21
I reposted a big-hitting global Macro Anaylist,who is highly regarded in SA.I found his sulphur crisis thesis 24 hrs after I posted mine here...great minds think alike! Anyway, today I actually re-posted his thesis adding my own comment that started with "Acid Anxiety"..(I'm going to regret not trade marking this now!) he liked the post! Oh,this is X(twitter) I'm talking about.So, whilst everyone else are focusing on the 'holy grail',gold, copper and pgms...I'm hoping to sell 1.5BN tonnes of low-grade nickel....and I fancy my chances!