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Bullboard Post History

by thenorthvanman


T.S

RE:LME bans all Russian sourced metals

Correction: Nickel has an exemption

April 1, 2022

T.S

LME bans all Russian sourced metals

Effective immediately.  7806 metric tonnes affected in stocked supply...

April 1, 2022

T.S

Ni paralysis continues on LME

https://www.mining.com/web/nickel-paralysis-deepens-as-battered-lme-market...

March 29, 2022

T.S

RE:Further Improved Bond Bid

Any chance some of that is Sherritt buying it's own bonds?

March 26, 2022

T.S

Ni not allowed to rise

For third day in a row LME cancels all transactions after Ni limits up.

March 24, 2022

T.S

LME cancels today's Ni trading. All trades null and void

Guess they didn't like the limit up.  No official price again, ...

March 23, 2022

T.S

RE:RE:RE:Bonds!

Hopefully S has been retiring some of those bonds.

March 23, 2022

T.S

RE:$$ ;

The LME canceled today's trades again.  It was deemed a disruptive...

March 21, 2022

T.S

CN rail locks out employees. Winds down service.

https://www.bloomberg.com/news/articles/2022-03-20/canadian-pacific-rail...

March 20, 2022

T.S

More Giga factories in NA planned

https://www.bloomberg.com/news/articles/2022-03-19/tesla-supplier-catl-weighs...

March 19, 2022

T.S

GS with 25k off market bid. 31k implied spot

https://www.bloomberg.com/news/videos/2022-03-18/goldman-sachs-bids-for...

March 18, 2022

T.S

RE:RE:RE:RE:RE:RE:RE:RE:RE:SCN Bonds

It isn't sanctioned and if it hasn't been already I wouldn't...

March 18, 2022

T.S

RE:RE:RE:RE:RE:RE:RE:RE:SCN Bonds

*is

March 18, 2022

T.S

RE:RE:RE:RE:RE:RE:RE:SCN Bonds

Norilsk Ni i not out of the market.  Specific companies may choose not...

March 18, 2022

T.S

Moral hazard and the LME

https://frontmonth.substack.com/p/moral-hazard-power-and-the-london?utm...

March 18, 2022

T.S

Mining Supercycle: How soon is now?

https://www.mining.com/5-charts-mining-supercycle-how-soon-is-now/

March 17, 2022

T.S

RE:RE:RE:Sitting on largest undeveloped nickel deposit in the world ✅

Giga is a deposit with dog sh** grades.   It would need sustained...

March 14, 2022

T.S

RE:RE:RE:RE:Xiang Guangda

Of course Sherritt is LME listed.  Any cursory google search will show...

March 11, 2022

T.S

RE:Any ideas when nickel halt will be lifted?

LME Ni trades closed until March 11 Shanghai still trading and went limit...

March 9, 2022

T.S

More trading restrictions

SHFE suspends trading of nickel futures contracts for one day; keeps trading...

March 9, 2022