Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Sherritt International Corp T.S

Alternate Symbol(s):  SHERF

Sherritt International Corporation is a Canada-based company engaged in the mining and refining of nickel and cobalt metals essential for the adoption of electric vehicles through hydrometallurgical processes. The Company is engaged in the production of high purity nickel and cobalt metals from lateritic ore. Its technologies group creates solutions for oil and mining companies around the world to improve environmental performance. The Company offers a range of products including Nickel, Cobalt, Fertilizers and Other Products. The Nickel products category includes standard grade, steel grade, and nickel powders. The Cobalt products category includes cobalt briquettes and cobalt powders. The Company’s Fertilizers product category includes anhydrous ammonia, granular ammonium sulfate, crystalline ammonium sulfate-super salt, and crystalline ammonium sulfate-standard grade. The Other products category includes sulfuric acid, zinc sulfide, and copper sulfide.


TSX:S - Post by User

Post by rkhoslaon Nov 14, 2023 10:19pm
175 Views
Post# 35735975

Math

MathIf you take the quoted Nickel sulphate price in Yaun and convert to USD and divide by .23 (Ni Sulphate is 23% pure Ni by mass) you get the USD price per metric ton of Nickel Sulphate.  You can then figure out what the premium is to LME class 1.  Keep in mind actual briquettes usu sell at a $500-$1000 premium to LME pricess.

Right now (link below) Ni Sulphate is 30,500 Yaun/mt and the conversion rate to USD is .138.

So you get $18,300/mt vs $17,400 LME class 1 or $900 premium.  The estimated conversion cost by the way is $700 per mt (second link).  So this is an easy way to see the spread at present.... 

Conclussion (given actual prices of class one at present are closer to $18,000) is that NiSulphate is presently underpriced OR Class 1 is overpriced.  However if the latter were true most mines in the world would be underwater meaning prices are artificially/unsustainably  low.... 

Nov 14 NiSulphate Price:
https://news.metal.com/newscontent/102472090/

Conversion cost:
https://www.fastmarkets.com/insights/mhp-emerges-as-preferred-route-to-sulfate-for-international-nickel-market/


<< Previous
Bullboard Posts
Next >>