RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2026 Sherritt BondsI for one don't want any brilliant ideas. This company has had too much *excitment* and too many business plans deviating from its core. I want plain and boring - methodically paying of debt and seeking efficiencies where they can find them.... maybe some supply agreements. dabble in bitumen upgrading. nothing fancy or draumatic or exciting for me please. been through it and didn't enjoy it at all.
Nickbull wrote: Lots to unpack with all of this
easy math is every dollar increase in CO lowers the
NDCC by .10$ (So yes cobalt can add a lot of torque)
With Nickel North of 8$ on a 50% basis adds 500k to the bottom line
the company is making good money for their size. They still need to manage the debt but putting all free cash against debt is a waste. What they need to do is prove out a growth plan that provides a strong ROI.
The Fort site is maxed out so don't expect the growth to come from there imo
looking forward to what management has to say this week and am looking for a different narrative from Leon.
cheers