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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

Comment by rkhoslaon Nov 20, 2023 10:43am
85 Views
Post# 35744266

RE:Someone smarter than me..

RE:Someone smarter than me.. Define 'in the green'?  does it mean head above water? Does it mean jv able to pay receivables? Does it mean energas able to pay electricity plant redirects?  Or does it mean profit?  
Albatross wrote: Anyone do any price projections lately with maybe new nickel price band (lower projection??)

Where do we need to be roughly to be as far as nickel prices to be in the green? Are we at risk of debt default again if prices for our products linger at the current levels? Will we be able to kick the debt down the road again?

I know we talked about Sherritt having its own built in poison pill (not likely at risk of takeover).. and for the same reason the bond holders are subordinate to the shareholders.. so do shareholders have much to fear in that regard? I think most long term shareholders just fear more of the same slow decay of their equity with no hope for any return.. 

I know the are other inputs involved could all change and have a big impact.. cobalt prices, fertilizer prices, natural gas cost, sulfur cost. Let's just say that stays the same for now.. where do nickel prices need to be so we can pay off our debts?


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