Been following the company for a while, dont hold any stock but...

Been following the company for a while, dont hold any stock but absolutely kicking myself I didnt buy in at the 30s.

IMO nickel price will switch on and price will rise especially when the EV space REALLY takes off (still in its infant stages I believe atm). This will be multiplied if the mixture that goes into the lithium batteries ends up being 8:1:1 with the larger portion being nickel as cobalt prices are to expensive.

Without a doubt when nickel is back in spotlight, it wont take long for a bunch of these junior nickel miners that are currently dormant to restart, however I believe PAN has 1 of the best resources thats currently listed on the ASX.

Here are the reasons why I like it:

- 1 of the largest resources
- pretty good grades
- sulphide
- offtake in place for 100%
- finance facility available by tier 1 bank
- neccesary infrasture to restart already in place
- produced in the past
- JORCd reserves
- good management team
- stable share registry (lot of instos)
- hedging strats in place
- exposure to platnium and palladium
- Very attractive PFS figures
- not over priced
- stable uptrend in price, while the nickel price has been up and down and all other junior nickel miners have struggled (Poseidon LOL)
- substantial cash in the bank
- opportunity to further resource as open

What i am worried about
- Nickel doesnt really have that much of an impact as expected on batteries
- In turn nickel price never takes off
- There may be high levels of arsenic that arent being reported (doubtful as produced before)
- further macroeconomic hits i.e tarrifs etc..

and thats about it.

IMO this stock is being slept on as Nickel isnt REALLY sexy at the moment like liths or cobalts.

What am I missing?