I think you'll find most PAN holders are here for Savannah,...

I think you'll find most PAN holders are here for Savannah, nickel is the main game. Personally I find PAN an attractive investment due to it's minimal upfront capex to get the mine out of care and maintenance (~A$36mil), rather than a ~2yr construction phase with excessive capex. They have also been able to secure their old offtake partner from the glory days. Highly competitive producing Ni at US$3.50/lb, the project's economics really stack up. Resource inv/LOM will be their downfall imo so resource expansion should be a big priority. First shipment due for early Feb so revenues are just around the corner - exciting times.

In terms of the companies Pt+Pd projects, I can't see mgmt really giving them much attention, efforts would be better spent on Savannah as it is full steam ahead. They have stated that a previous company completed a feasibility study on Panton but I can't seem to find it. Imo it was probably pretty marginal and the only justification for considering moving forward with it is due to the synergies/cost reductions from a fully commissioned Savannah. Moral of the story, I wouldn't be buying PAN for Pd exposure. Hope that helps answer a few Q's, cheers.