Appreciate your work and bringing this company to my attention. I doubled down on CNC last night after a month or so of stale performance after the breakout. Was happy to wake up to an announcement this morning.
It's great to hear that Tony. Whilst I can't be certain, I'll have a feeling we are all going to be happy looking at our brokerage accounts in a years time...
No, because it's very large, very low cost, and the first of a much larger district which will share downstream processing. The costs are less than $2/lb Ni - plenty of margin.
Great write-up. What's your opinion on a larger more diversified player like Vale? They have solid nickel exposure and are dirt cheap. Definitely see the vision with CNC but there is always the execution risk as the Crawford project will only be up and running by late 2026 as of now.
How do you think about Indonesia government's intention to take over nickel downstream operation? Most of HPAL plants were built by Chinese JVs. I think the fundamental question is who has more pricing power? Nickel resource owner or nickel downstream processor ?
Appreciate your work and bringing this company to my attention. I doubled down on CNC last night after a month or so of stale performance after the breakout. Was happy to wake up to an announcement this morning.
It's great to hear that Tony. Whilst I can't be certain, I'll have a feeling we are all going to be happy looking at our brokerage accounts in a years time...
Doesn't it bother you that Crawford is extremely low grade deposit? Also have you looked on Magna Mining?
No, because it's very large, very low cost, and the first of a much larger district which will share downstream processing. The costs are less than $2/lb Ni - plenty of margin.
Seems like it's finally turning, great call! Long Canada Nickel and Centaurus Metals
Bought more today. Approx 34% of my portfolio and growing! Really excited to be a shareholder after reading your articles!!
That's great to hear Trevor! Looking forward to seeing how this pans out in 26...
Great write-up. What's your opinion on a larger more diversified player like Vale? They have solid nickel exposure and are dirt cheap. Definitely see the vision with CNC but there is always the execution risk as the Crawford project will only be up and running by late 2026 as of now.
I believe silver is while nickel no one knowz
CNC, NIKL, LZM
How do you think about Indonesia government's intention to take over nickel downstream operation? Most of HPAL plants were built by Chinese JVs. I think the fundamental question is who has more pricing power? Nickel resource owner or nickel downstream processor ?
The resource owners IMO. Not a whole lot the downstream can do if producers and producing. The downstream can also sit on inventory, of course.