Hi @binwood
Check out Euroz updated 2 pager, concise and well explained on PANs website.
imo 2 key catalysts to an increase in SP :
1.PAN leverage to Ni price, every US1/lb increase equates to =$ 160M pre-tax NPV= 32 CENTS PS
2. Savannah North increased LOM. NB Currently only 30% mineralisation drilled.
Would it be nice if future (2020) resource upgrade coincides with a significant rise in Ni price