Have previously spent many hours - typing in here - * the message is important - re: NICKEL LATERITES **
Nickel sulphides , are not as significant as perceived , much as I’m a WA developing nickel sulphides resource fan also . (Western areas also a great bellwether stock for monitoring nickel market - IMO . I do not hold it . Only sgq otherwise. )
Axiom- AVQ is my greater investment .
The LME - July / August - London Nickel commodity outlook update overview - said the same as this Toronto Nickel update - see interview below.
**Nickel Laterites - will make up the bulk of supply into the real , and increasingdemand for Nickel . **
EVs demand - yes is real . And Battery Minerals.
Under- realised - is the **enormous increased demand for Stainless Steel as a result. **
Indonesia , Philippines have been and continue to be the largest traditional suppliers- straight up into Asian end- users .
Indonesia has additional capability - already being accessed . China has a significant hold on supply from current Indonesian Laterite Resources - including the processing output . There have been recent issues . Processing not up to requirements. Allowed some greater direct ore shipping - most importantly - in that 1.4- 1.6 - 1.8 % area type of Nickel Laterite ore.
Depending on smelter specifications.
( I don’t follow Shanghai Nickel exchange as closely as some here may Recommended to follow )
Constraints with Indonesian Ore - as well as well -understood restrictions on Philippines Laterite nickel ore exports - have occurred at the same time as demand for nickel ore , laterites especially, is burgeoning..
The Solomon Islands, especially Axioms Isabel Resources - needs to be progressed quickly now - get SJ at first , into being the supplier to fill a very real niche demand .
* San Jorge type DSO Laterite ore - fits .
( yes - I would also like to see an updated PFS , figures - when duly can be completed . And JORC with time . We already have a lot of past results and data to look to . Axiom previously released . 2015- 2017 + )
Anyway - Nickel Laterites
Note -
***Axiom , I think , are years ahead .
Years .
***Axiom first commenced this journey , in Isabel Province , nickel projects , as well as working closely and importantly together with the local landowners- over a decade ago now .
BOLTA.
Grateful for these updates from the company . The market seems to have doubted for so long , as all of us have along the way after so many delays and difficulties , while the SI has evolved.
The Solomon Islands - it simply must be time for them as a country now .
The Solomon Islands is progressing more rapidly now at last. They are fortunate to have much support .
AVQ Price at posting:
9.1¢ Sentiment: Buy Disclosure: Held