Canada Nickel Company Inc V.CNC

Betting on Mark and the supercycle. But...

[apapas1973]

Everyone needs to understand what the consequences are in a commodity supercycle. Every sector has a cycle it goes through. Commodities being no exception. The end game for a reset in the economic cycle is the liquidity that flows into commodities. But why does this happen? This usually happens because people remove their money from the markets and invest in commodities as a safe haven. This comes from a falling US dollar and higher inflation.

The FED continues to prop up the markets. This will be the death of the US dollar and a huge run in metals and commodities in general. When the commdity supercycle ends, we go through a very significant correction in everything. Due to a recession which causes deflation. This will be no different. 

I assumed we would have seen a slightly larger drop in the markets by now. Down to about 3300 S&P. I think the FED intervened when the banks started to falter. They keep kicking the can down the road. 

Every 3.5 - 4 years we put in a major low in the markets. That's coming due by next spring but the process starts earlier. My guess is it'll start this fall, roughly. Keep that in mind. 

So we might be wishing for a commodity/nickel supercycle, but everyone needs to understand what that means. Mark has a small window to make this work and we better hope it does. If CNC goes down so will so many other juniors being we're already so far ahead of the game in the process. GLTA

[EndZonefor7]

You missed one big aspect apapas and that's the M&A.activity is ramping up bigtime regardless of recession fears etc. The majors know the supercycle is coming and want it cheap now versus not cheap later. Sellers continually rebuffing their suitors is going to cause a trickle down effect to companies like us IMHO.    Our share price is being manipulated in my opinion. But why

[apapas1973]

The share price is easily manipulated Endzone because a good chunk of it is held in strong hands. And these long term investors aren't giving it up. So that leaves a smaller float to trade around. They can easily control the price. We better hope these long term investors don't throw in the towel at some point before any takeover offer.  As far as M&A, it's going to provide

[EndZonefor7]

Hopefully more positive drill results and another strategic partner or two will be part of expected newsflow will kick start us.   Don't forget Dumont sale. That will be a game changer setting the bar to a new valuation level.