Bullboard Post History

by rkhosla

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T.S	A fresh Mark Selby Video - today Do you have a spare 37 min? He is happy we dropped below $20k and sees... September 26, 2023
T.S	RE:12gm of Cobalt per day per entire planet of 6 billion Sorry that was bad math. 12kg per day for entire planet. But this... September 25, 2023
T.S	12gm of Cobalt per day per entire planet of 6 billion yup. RDI of Cobalt is 1.5mcg per himan per day. That as 12gm per... September 25, 2023
T.S	huh - guess there is still appetite for Ni project funding https://www.kitco.com/news/2023-09-22/FPX-Nickel-inks-battery-supply-chain... September 24, 2023
T.S	Sept 21 Reuters - Ni surplus widens (slightly) I dont think these numbers are horrible. Nice table included: https... September 21, 2023
T.S	Reuters Sept 20 LME China Nickel https://www.reuters.com/breakingviews/china-may-finally-nick-some-metals... September 21, 2023
T.S	Excellent article and video CNBC today https://www.cnbc.com/2023/09/20/deep-sea-mining-the-race-for-critical... September 20, 2023
T.S	Guesses on what this is? Ring of Fire? $100mil CIB https://www.bnnbloomberg.ca/bnn-bloomberg/cib-ceo-hints-at-100m-funding-to... September 20, 2023
T.S	positive supply side news - reuters Sept 19 Indonesia essentially limiting output / protecting prices: https://www... September 19, 2023
T.S	RE:RE:HAS ANYONE HEARD FROM CLEARWATER RECENTLY... For the duration that they are above 10% they must report ALL transactions. &... September 19, 2023
T.S	Here is a forecaster who got it right: This is 2 yrs old - seems to have hit it on the nose. Surplus now... September 16, 2023
T.S	Horrible headline but well written: https://www.miningnewsnorth.com/story/2023/09/14/critical-minerals-alliances... September 16, 2023
T.S	I know the price is languishing... and though very modest by dollar value, volume seems somewhat steadier than... September 12, 2023
T.S	New daily Cobalt Hydroxide pricing https://www.fastmarkets.com/insights/fastmarkets-commences-daily-outright... September 12, 2023
T.S	Indonesia supply disruption Sept 7 Seems no one told the market this.... https://www.fastmarkets.com... September 8, 2023
T.S	Class 1 Briquettes are getting $300-$500 PREMIUM in Rotterdam - very reassuring.... Aug 29 https://www.fastmarkets.com... September 4, 2023
T.S	Philippines also facing impediments to Ni development: https://restofworld.org/2023/nickel-mining-evs-philippines-environment/ August 30, 2023
T.S	More on Indonesia Ni feedstock constraints: https://www.kitco.com/news/2023-08-30/Indonesian-nickel-smelters-turn-to... August 30, 2023
T.S	RE:Interesting Article Thank you for this. As I posted when Brazil re-established ties, the... August 28, 2023
T.S	Here is some good Ni news on the supply side: https://www.mining.com/web/indonesias-nickel-prices-surge-amid-probe-into... August 27, 2023

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Bullboard Post History

by rkhosla

A fresh Mark Selby Video - today

RE:12gm of Cobalt per day per entire planet of 6 billion

12gm of Cobalt per day per entire planet of 6 billion

huh - guess there is still appetite for Ni project funding

Sept 21 Reuters - Ni surplus widens (slightly)

Reuters Sept 20 LME China Nickel

Excellent article and video CNBC today

Guesses on what this is? Ring of Fire? $100mil CIB

positive supply side news - reuters Sept 19

RE:RE:HAS ANYONE HEARD FROM CLEARWATER RECENTLY...

Here is a forecaster who got it right:

Horrible headline but well written:

I know the price is languishing...

New daily Cobalt Hydroxide pricing

Indonesia supply disruption Sept 7

Class 1 Briquettes are getting $300-$500 PREMIUM

Philippines also facing impediments to Ni development:

More on Indonesia Ni feedstock constraints:

RE:Interesting Article

Here is some good Ni news on the supply side:

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Bullboard Post History

by rkhosla

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