Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
Yes they will have just pulled stuff from elsewhere and probably have their own position in nickel anyway so totally biased.
Basically if someone can’t back up their “speculation” with real numbers then it is just that,speculation and probably has an angle attached to it.
Having said that,Mark Selby is not unbiased as he has $2.5B Capex to try and raise by 2027 for Canada Nickel.
He is actually a Nickel analyst though and like Lennon backs up what he says with evidence.
He also does call it both ways good and bad so is honest.
Thats the thing andy
the mms extremely tight with the buys several days in a row
im wondering if there is a large buy order in that is being slowly filled otherwise it just doesnt make sense to stop people buying.I tried for an hour the other day with no quote but finally succeeded.
Something must be going on imv
You cannot say that-live with uncertainty
I’ve noticed traders are always “definite” in their slant on everything
Suppose they have to be
The old cognitive dissonance issue
No one knows anything other than the company have a right battle on their hands
The result and the resulting share price remains to be seen
(Unless you are definite about it that is-lol)
Demand is probably going to be more than expected hence Lennons and Selbys assessments
https://insideevs.com/news/711314/global-plugin-car-sales-january2024/
Https://www.mining.com/web/lme-partner-metalshub-plans-for-green-nickel-price/
The mine will get built-no doubt and between Araguaia and Vermelho around $3.5 B NPV after this cost to complete.
People out there know this including any interested buyers for the lot.
The questions are when will it get completed and by whom and what does that mean for the 49% of shareholders that built this company up in the first place into the potential it has today.
It’s a tough call
Https://www.ft.com/content/892bb299-29bd-4e73-b929-9c835690f9f8
LME is already working on it
Well it’s for 0.5% and not more anyway and just because it states that it is still open doesn’t mean that it is.
These things take ages to get updated.
Would be surprised if it still is as not much to gain from it at 0.5% any longer
It’s referring to the convertible’s not the bank loans I’m sure and they are held by LM and Orion are they not ?
I’ll have a listen to video-thanks
I have not sold either-we are stubborn mules
The fact is that the value remains huge
Tricky, I think it will
Accept your point about the consumer and that was never in doubt.
My point is that Western protectionism will prevent Indonesia from a monopoly for ever.
The West simply will not allow it to close all its Nickel mines.
This thing is now rapidly becoming a point of hot debate