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Bullboard Post History

by thenorthvanman

T.S

The case for nickel

https://youtu.be/p1gc1pS0dVI

August 12, 2021

T.S

Construction supercycle

https://www.ft.com/content/41574f1e-58ae-4b17-a1ea-991a46d70932

August 12, 2021

T.S

RE:RE:I don’t take comfort in others suffering

* not part of the Weda bay industrial complex

August 6, 2021

T.S

RE:I don’t take comfort in others suffering

Indonesia only has one operating HPAL plant that I know of and its on Obi...

August 6, 2021

T.S

Cobalt Hydroxide market up

https://www.metalbulletin.com/Article/4001886/Cobalt-hydroxide-market-up-amid...

August 6, 2021

T.S

RE:Money continues to flood into battery space

*Svolt.   (Auto correct)

August 6, 2021

T.S

Money continues to flood into battery space

Svelte is known for developing Ni rich Co free cathode https://asia.nikkei...

August 6, 2021

T.S

Competition for battery metals coming

https://www.metalbulletin.com/Article/4001926/HOTTER-ON-ENERGY-TRANSITION-US...

August 5, 2021

T.S

Generational opportunity in commodities

https://thefelderreport.com/2021/08/04/a-generational-opportunity-in...

August 5, 2021

T.S

Korea to nearly double strategic reserves of Co, Ni

http://m.koreaherald.com/amp/view.php?ud=20210805000737&ud=20210805000737...

August 5, 2021

T.S

RE:RE:Cash only flows one way in Cuba

I think the market was expecting a better Q2, I have to admit it was not what...

August 5, 2021

T.S

Ni production declines 2021

Nornickel               -26% Glencore...

July 31, 2021

T.S

RE:RE:This report

Agreed. 2 mil isn't going to do much. We need to retire debt 20 or 30 mil...

July 30, 2021

T.S

RE:Co supply faces triple threat. 25$/lb forecast for q3 risk

*Risk to upside for spot price

July 30, 2021

T.S

Co supply faces triple threat. 25$/lb forecast for q3 risk

https://www.fastmarkets.com/article/4000373/cobalt-faces-triple-threat-in...

July 30, 2021

T.S

Briquette primium break another record

https://www.metalbulletin.com/Article/4000680/US-nickel-briquette-premium...

July 29, 2021

T.S

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2026 Sherritt Bonds

That of course dramatically changes the outlook for Sherritt and thus far the...

July 26, 2021

T.S

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2026 Sherritt Bonds

That of course dramatically changes the outlook for Sherritt and thus far the...

July 26, 2021

T.S

BMO changes projection now predicts 2021 Ni deficit

BMO flips their projected 2021 nickel market balance from surplus to deficit:...

July 26, 2021

T.S

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2026 Sherritt Bonds

I'm presuming that the receivables are not part of the projections.

July 26, 2021

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