Nickel names will spike on Mick Davies, page-5

Large Ni producers dropped 3% today WSA and even SIR except PAN and MCR which has spiked on news release. NP in US$ irrelevant, its NP in AUS$ that is the sale price in oz.

Purchase of Vales Ni assets is bullish move for Ni stocks for sure,

Worst performing Ni stocks since Oct have been POS MBN MCR and PAN, best performing have been WSA and DKM.

That tells you that the market wants size, production, low debt, high grade, infrastructure, high mine life or new discoveries ...thats the goldilocks zone.

But what do all these SIR holders want with POS is my question - piled into the top 20 looks like, Rob Dennis is COO of SIR, long term employee and friend of AF, now a director in POS since Nov 2013, built a top 12 stake in POS and so many SIR posters in POS HC site... whats the agenda SIR guys? Want the 3.7MTpa processing plants and 3 mine infrastructure for dirt cheap? SIR has cash of $250M and loans of $440M could easily wrap up POS at 30c bid, if they want it the bid has to come in the next 4 weeks before production restart or forget it when POS is back at 20c the bid will have to be 40c then. but think again. SIR has no infrastructure, no mills no roads no mine declines/shafts/staff rooms but funds and massive respect ......POS has 3 sites with all that and more.

Dennis is no fool, he is a LEGEND of the NI industry, he has wisely accumulated POS shares and a board position... synergies are incredibly good but AForrest may block it using his 23% holding in POS unless he too wants SIR shares. Too coincidental for me.