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Bullboard Post History

by ljp0101

T.NIF.UN

RE:RE:RE:Earnings out

Wow that was bad even by my low standards. Next quarter will hopefully be...

July 26, 2022

T.NIF.UN

RE:New Nif.Un target Price: $32.86 USD

This is just silly even if directionally correct. Boliden is doing much more...

July 22, 2022

T.NIF.UN

RE:RE:RE:RE:RE:RE:RE:RE:RE:I love the smell of sulfuric acid in the morning...

You'll get a more productive response from me without the baseless...

July 6, 2022

T.NIF.UN

RE:RE:RE:RE:RE:RE:RE:I love the smell of sulfuric acid in the morning...

Historic realized prices for sulphuric acid never matched quoted market...

June 29, 2022

T.NIF.UN

RE:RE:RE:I love the smell of sulfuric acid in the morning...

It's a hazerdous bulk commodity with high transport costs so I wouldn'...

June 28, 2022

T.NIF.UN

RE:RE:RE:Annual meeting

Thanks. Doesn't sound very committal but at least it's not bad news! ...

June 20, 2022

T.NIF.UN

RE:Annual meeting

Did they say anything about how the expansion ramp up is going and if their...

June 19, 2022

T.NIF.UN

RE:RE:RE:They have an agreement!

Glencore wins again. This is almost certaintly going to reduce near term...

June 7, 2022

T.NIF.UN

RE:RE:Lau/Qwest/LM Asset Fund now controls 11.61% of NIF units

Curious they put out a PR and suggests LM has an activist angle. PM is a...

April 17, 2022

T.NIF.UN

RE:Snatching defeat from the jaws of victory - Phase 1

I like how PR implies they don't actually know what Q1 production was a...

April 9, 2022

T.NIF.UN

RE:RE:RE:RE:RE:RE:RE:US Price Premium now 25 to 30 c per pound

Extract has sat on the register for a long time and hasn't achieved...

April 3, 2022

T.NIF.UN

RE:RE:RE:RE:RE:US Price Premium now 25 to 30 c per pound

Contango creates structural hedging losses but eyeballing I think it's...

April 3, 2022

T.NIF.UN

RE:RE:RE:RE:RE:US Price Premium now 25 to 30 c per pound

No insider knowledge but I would assume Extract got behind the value thesis...

March 31, 2022

T.NIF.UN

RE:RE:RE:US Price Premium now 25 to 30 c per pound

NIF took a fixed premium because we're 'hedging' and our...

March 31, 2022

T.NIF.UN

RE:US Price Premium now 25 to 30 c per pound

We're getting a fixed 0.07/lb as physical premium until the end of April....

March 30, 2022

T.NIF.UN

RE:RE:RE:Oh no, more smelter cuts possible! TC spot 200/ton !

Glencore will never pay fair value for NIF as there's no reason to. The...

March 17, 2022

T.NIF.UN

Zinc Prices May Experience Great Volatility in March

Mar 16, 2022 13:06 CST   Source:SMM   For...

March 17, 2022

T.NIF.UN

RE:RE:RE:RE:Earnings out

Your spot TCRCs are too high. MB has 125-140/t in mid-Feb with mixed outlook...

February 26, 2022

T.NIF.UN

RE:Wonder if our premium has tripled?

Nope. Glencore wins again. 2021/2022 Contractural Period Terms  As...

December 9, 2021

T.NIF.UN

RE:RE:China zinc production

This data series is measuring mining, not smelting. China refined zinc...

November 14, 2021

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