G, "do the math" on what the nickel is "worth" ........... tis...

G,

"do the math" on what the nickel is "worth" ...........

tis still a nice call option over that metal ..............

am glad you can see the distinction betwixt a punt, and an investment........

mincor is not entirely out of the woods yet ..............

they have pretty much locked in the opex side of the equation ..................some hedging on the revenue line would provide some certainty .................the variable then becomes "how good" their reserve and resource estimates are ............this area is notroius for "spotty" ........

they still have to move Oz from resources into reserves (update will be helpful) .........

and then deal with BHP re the offtake..............West Areas' has shown BHP is willing to cut some slack to producers ........

then get a handle on Cassini ......plus whatever you think the dirt is worth from an expl perspective ........

I will be very (extremely) patient ................

has "some" ways to go (imho) .....

rgds
V_H


ps - can we get Utah Saints over here ................................