Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
These emails to unsolicited accounts on this bb don’t count as a regulatory news, We can buy lolly pops from any supermarkets. Write and expell it from proper channel.
John Mann should write the RNS about all this material and price sensitive news, even if they are selling Gold in domestic market.
All POG loans are against subsidries and they have filed against bankruptcy, probably because assets on sale and audited results filing date has moved to 31 Aug. If I am correct, Why so much nervousness here.
POG has filed against bankruptcy in Russia, Amur scenario in POG or something else?
Once all assets in Russia are sold, POG’s Russian ties will come to an end. POG will be most out of sanctions. Now if all assets sold cover the debt, What’s going to happen to equity?
So RetiredBanker was actually Peter Hambro,
Pavel stole IRC from us shareholders . What comes around, goes around?. I know Lawrence will be offended.
In my opinion, HZM is very good positioned for currency favourable, Dollar index is around 105, makes dollar denominated miners to make the investments to lock the currency favourable, specifically when SP is very low like HZM.
Nickel is best safe heaven metal in emerging markets turmoil because it has solid 3 dimensional deman; 1) Nickel has heavy demand for steel. 2). A battery metal, it’s demand will remain high and possibility of constant growth. 3) Russian-Ukrainian war, Russia produces 7 or 17% of Nickel, this factor alone took the LME to breaking point.
Nickel is in 3 dimension Persistent demand like steel, battery , coating etc. If nickel is more used than cobalt, it increases the battery capacity. Nickel is going to be expensive metal in next 3 to 4 decades. Nickel at Shanghai is above $32000 per tonne.
Only I was against secondary listing on Moex, had preferred POG should have been listed on Hong Kong.
HZM.L is best pick for multiple returns, Russia produces 10-17% World nickel supply. And this War seems a long haul.