Bullboard Post History

by rkhosla

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T.S	reuters Feb 12 - 6% global output or 230k tons cut so far 100k or 3% more of cuts coming : ) https://www.reuters.com/markets... February 12, 2024
T.S	boom - more Ni off line https://www.bloomberg.com/news/articles/2024-02-12/glencore-to-sell-stake-in... February 12, 2024
T.S	"Satanic" Indonesian Ni mills https://www.theaustralian.com.au/world/inside-indonesias-21st-century-version... February 11, 2024
T.S	Interesting to find a Ni article in the 'Terrorism' section https://asia.nikkei.com/Politics/Terrorism/Indonesia-s-nickel-hub-at-risk-of... February 9, 2024
T.S	green shoots for Ni From darkness comes light: https://www.mining.com/green-shoots-for-copper... February 9, 2024
T.S	RE:Most exciting hour if trading ever Well after that texas stand off at least it was the asks that came out on top... February 9, 2024
T.S	Most exciting hour if trading ever Zero trades February 9, 2024
T.S	RE:RE:fertilizer But is there an extra year's worth of fertilizer sitting there for sale... February 8, 2024
T.S	fertilizer so I listened carefully to the call. I do feel optimism in regards to them... February 8, 2024
T.S	RE:RE:Investor call The best nickel company that produces power on an IOU basis ; ) YourFriendo... February 8, 2024
T.S	tsingshan 1.12million tons Ni 2023 output Imagine that. https://www.mining.com/web/tsingshans-2023-nickel... February 8, 2024
T.S	RE:RE:Nickel to be in surplus rest of the decade - bloomberg i read that to be only 2% OF THE SURPLUSS (not 2% of world output) so my take... February 7, 2024
T.S	RE:?the actual report not on website yet? the full report is up now on the website rkhosla wrote: ?just the press... February 7, 2024
T.S	RE:the 4th Q and forward guidance Yes exactly. Rather than being asleep at the wheel what I like about the... February 7, 2024
T.S	RE:RE:RE:RE:I actually am finding some consolation Even though I own them, I would love another 50% haircut! Wouldn't that... February 7, 2024
T.S	?the actual report not on website yet? ?just the press release February 7, 2024
T.S	RE:RE: Wow better than expected on EBITDA loss Well before you declare a catastrophe, look at their NDCC guidance for 2024... February 7, 2024
T.S	the illusion of the Co swap Just as I was complaining about at the end of last quarter when they advanced... February 7, 2024
T.S	I actually am finding some consolation I like that "take charge of the problem" sort of tone of this... February 7, 2024
T.S	Morgan Stanley - Ni has reached a 'floor' $15,500 https://www.forbes.com/sites/timtreadgold/2024/02/06/fortunes-lost-but-there... February 7, 2024

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Bullboard Post History

by rkhosla

reuters Feb 12 - 6% global output or 230k tons cut so far

boom - more Ni off line

"Satanic" Indonesian Ni mills

Interesting to find a Ni article in the 'Terrorism' section

green shoots for Ni

RE:Most exciting hour if trading ever

Most exciting hour if trading ever

RE:RE:fertilizer

fertilizer

RE:RE:Investor call

tsingshan 1.12million tons Ni 2023 output

RE:RE:Nickel to be in surplus rest of the decade - bloomberg

RE:?the actual report not on website yet?

RE:the 4th Q and forward guidance

RE:RE:RE:RE:I actually am finding some consolation

?the actual report not on website yet?

RE:RE: Wow better than expected on EBITDA loss

the illusion of the Co swap

I actually am finding some consolation

Morgan Stanley - Ni has reached a 'floor' $15,500

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Bullboard Post History

by rkhosla

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