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Will Nickel become IXR's prime asset?

  1. Jaffaroo

    229 Posts.
    A very interesting report from Royal Nickel Corporation, forecasting a serious structural deficit in supply vs demand:


    Key points:
    > Nickel entering a multi-year period of structural nickel supply shortages
    > Nickel demand continues to be robust - growing at an average of 6.8% since 2010
    > Existing sources of nickel supply will struggle to provide required demand. Overall supply to decline in 2015-2016 and net supply growth of just over 2% by 2020

    Could our Ntaka Hill Ni JV re-emerge as the prime asset? Or can graphite cement its lead? Or will we strike the mother of all gold deposits once drilling starts at Kishugu?

    Either way, we couldn't be in three better commodities at the moment.

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