RE:RE:Anyone see anything positive Production shortfall for sure. That is worth digging into. Why the cost of production would be a surprise to anyone with nickel and cobalt prices where they are is a surprise to me.
This is still a nickel/cobalt play that requires good prices to generate the cash flow "torque" that I hear other posters talking about.
The key message was pointed out by someone weeks ago - which is one more cash payment on the PIK bonds puts them into a position to consider returning capital to shareholders.