Sellers getting their pants pulled down2 Sep 2019 15:58
Ill say no more ;)
This has 10p nailed on this month if Nickel holds these levels.
Vermelho PFS due - remember Vale sold this to HZM at the bottom of the Nickel cycle ($10k), im sure they may be wanting it back given this current Nickel price environment will mean these Tier one projects are cash cows.
Also Araguaia Offtakes due.. people mixnig this up with Royalties, we had a $25m upfront royalty payment last week.. the Offtake portion is totally separate, can you imagine if big offtake numbers have been agreed..