Member Info for bonker99

not likely economically viable at Class 2/$6 Nickel sorry.

It helps yes - he needs to park Class 1Class 2 queries at upcoming shows though imo.

Precise numbers may be beyond his (and most people's) grasp right now but he needs to be able to demonstrate that he's got a pretty good grasp of where this is heading and how with respect to price/processing differentials for Class 1/Class 2 markets.

Clearly, this is not likely economically viable at Class 1/$6 Nickel and while it's obvous how much cash can be made at Class 1/$8 I'd really like the roadmap laid out - convincingly - re the higher end Nickel possiblities and processing costs and pricing incentives therein.

Selling $20pb oil for > $60 is a great business, yes :)

Breakeven for TS option @ $6.16.

Just needs the Nickel price to rise past its current $5.96 ...

A quick scan shows no mention of Class 1/2 processing?

LOL

Sorry bout that - an interesting day or two here imo :)

Only just spotted RMP - wasn't someone pumping that in here (surprise ......) just the other day?

Brent oil back at $67 btw.

I don't get why people keep falling for it - some companies *never* hit commercial oil.

Your consistent nonsense posting here (including not even knowing which country AAOG are based in today) caused me to trawl through your history and it was interesting reading I must say.

Whilst we've all got crap calls in our locker, your insistance that SDX was one of the best shares around at 57p some months ago whilst complaining about trolls (sic) on that board only to see the SP there now almost halved from that shout is, I would suggest, noteable.

Moreover, you're also on record as stating that you would expect to see 20p here with 1,000bpd of production. Given AAOG are expecting 1.500bpd+ from April, I assume your new target would be around 30p? Or the 38p shout you also referenced?

I also note that you're practiced in trading small percentage moves to gain a bigger holding in a share you like as you mentioned on MATD - could you, per chance, be deploying a similar MO here along with the very trolling you complained about on the SDX board?

I was referring to the 850k at 16:34 mate - just had a quick tot up and it (and the 100+50k presumed "sells" at 10.05p) was covered by c1m buys from the start of the 10.1p buying spree.

Maybe that's the rump of the 10p shares gone, maybe it ain't but certainly a ton of buying there.

Entertaining though :)

I wouldn't know about that :)

Chalk me up for a few more at 2.94p.

As noted in last night's chart update, the smallest medium-term drive upwards from this 5-year 2.9s support line is a 5x bagger.

Factor in some cash coming in with dilution and, yes, double-digits is a decent looking target to my eye - don't hold me to it obviously but i wouldn't be at all surprised to see that cash come in at twice this price.

If any of that makes a jot of sense then feel free to parse it for me someone please.

Yes, that's sensible.

However, if all of the "accumulators" come in then you're going to be seeing many multiples of 10p here, of that I'm certain.

FWIW, I like to think they've established the low bar - let's see what turns up in the coming weeks to raise that bar ...

A nice read on all things Nickel/batteries, relative scarcity of Class 1/Nickel Sulfide: https://www.visualcapitalist.com/nickel-secret-driver-battery-revolution/

Also this on Class1/2/batteries/sulfides etc: https://www.mckinsey.com/~/media/McKinsey/Industries/Metals%20and%20Mining/Our%20Insights/The%20future%20of%20nickel%20A%20class%20act/The%20future%20of%20nickel%20A%20class%20act.ashx

Page 12 of particular interest as it deals with the economics, and likely required incentive pricing, of Class 1 material over and above Class 2.

HTH

zzzzzz

My extra 50k @ 10:40 today btw.