1/x Looks like everyone is starting to catch up on nickel laterite HPAL Indonesian projects impact on #nickel market.
Detailed thread below - been flagging since Q1.
Bye, bye π low grade nickel sulphides. If you hold one of those I would seriously rethink.
Detailed thread below - been flagging since Q1.
Bye, bye π low grade nickel sulphides. If you hold one of those I would seriously rethink.
https://twitter.com/equivestinvest/status/1550503482767118337
2/x Does it mean nickel sulphide discoveries are worthless? π€
No! Large, tonnage and high grade nickel sulphides projects have superior economics and will produce profits at lower nickel prices.
They are also rare to discover and are acquired quickly at 1bln+ usd valuations.
No! Large, tonnage and high grade nickel sulphides projects have superior economics and will produce profits at lower nickel prices.
They are also rare to discover and are acquired quickly at 1bln+ usd valuations.
3/x
Nova discovery by Sirius made during bottom of commodity cycle. Went from 5c to 50c in few months. Acquired for 1.8 bln AUD.
ft.com/content/cc8c55β¦
Nova discovery by Sirius made during bottom of commodity cycle. Went from 5c to 50c in few months. Acquired for 1.8 bln AUD.
ft.com/content/cc8c55β¦
4/x
At Equivest we are patiently waiting for one of high grade nickel-copper discoveries.
A lot of really good drilling targets, but so far mainly smoke and no fire π₯.
Strong conviction for one of current drilling campaigns π€
Stay tuned.
At Equivest we are patiently waiting for one of high grade nickel-copper discoveries.
A lot of really good drilling targets, but so far mainly smoke and no fire π₯.
Strong conviction for one of current drilling campaigns π€
Stay tuned.
5/x
For existing nickel sulphide discoveries going into production, we have moved our cut off grade to 1%+
For existing nickel sulphide discoveries going into production, we have moved our cut off grade to 1%+
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