August

Investment thesis

[August @August25748264]

@norwalkwhale @JrMiningNetwork Isn’t @nickel28capital supposed to provide the market this kind of information if they received it from MCC ?

[August @August25748264]

@rdd147 Consider it is less than 2.5% of Vale’s revenue AND Indonesia (the world 1st Nickel producer) wants to cut production by 30% which could drive prices of Nickel to the 20-25k USD range.
Plus don’t know when production will resume .
Maybe you sold too early. Time will tell ⏱️

[August @August25748264]

@commonsenseplay @grok what’s the inverse scenario of this post ? Write it with the same structure.

[August @August25748264]

@thisisfed Maybe ADR investors could be afraid of stock exchange policies but China commerce will stay China commerce. $TSLA $AAPL and so many US tech stocks could face difficulties on a trade war bet.

[August @August25748264]

@ehalm_ @daedalium Amazing 👌

[August @August25748264]

@A_Milewski @norwalkwhale @KJP417 If you take example on Franco Nevada you’ll understand that acceleration of debt repayment and distribution of a dividend is the best option. Every diligent investor knows that Pelham offer is way too low.

[August @August25748264]

@A_Milewski Well done !

[August @August25748264]

@nickel28capital @A_Milewski when will be released the Q4 and 2022 full year of Ramu for $nkl.v ? It was earlier in February for previous years.

[August @August25748264]

@PuncherCore @StealthQE4 Except for 2019 there’s always been a pushback test and a reality check when fed continued to raise rates. There’s no world in which fed rates hike 0,75 bps and the spread widens…

[August @August25748264]

@A_Milewski @SamoNaro @Investor_Intel @nickel28capital Ok 👌 thank you for the reply.

[August @August25748264]

@A_Milewski @SamoNaro @Investor_Intel @nickel28capital Maybe you could share the cash flow parameters fully in a formula to help more investors to project future cash flows and the fair price of @nickel28capital
$nkl.v is a gem at $1/share !

[August @August25748264]

@A_Milewski @SamoNaro @Investor_Intel @nickel28capital Even if production prices skyrocketed as the price of nickel compared to 21 when the automatic repayment was $38M.

[August @August25748264]

@Investor_Intel @nickel28capital @A_Milewski @norwalkwhale @MiningCatalyst @ickris77 @SamoNaro @sedric0002 @gubbeen1 @JrMiningNetwork @JustinCochrane2

[August @August25748264]

@Investor_Intel @nickel28capital @A_Milewski how is it that @nickel28capital didn’t reimburse any of the construction debt in 22 as of 10/31 (still $73M) ? Where all the cash flow’s going ? Your repayment forecast was $40M in 22. Does it mean a cash distribution of $60M instead of $20M to shareholders ?

[August @August25748264]

@giga_metals @A_Milewski @A_Milewski what’s your NPV projections for @nickel28capital ?

[August @August25748264]

@moneyisprinted @leadlagreport What about successions, debt and divorce ? They won’t sell either ?

[August @August25748264]

@Erasmus72501805 @norwalkwhale @Investor_Intel @nickel28capital @A_Milewski @A_Milewski does the updated regulation on nickel project from may in Quebec will impact some news on the Dumont royalty of $nkl.v $confx ? You updated the investors presentation with a new « positive news flow from royalty investments ».

[August @August25748264]

@ParikPatelCFA @FTX_Access Betting on the red…or the black 🤔