PAN
Director Trades
| Date | Director | Value |
|---|
Company News
Small cap starter kit for the next phase of the battery boom
Battery metal stocks have outperformed the broader market for the past two years with the result being that most of the better-known companies are no longer small caps which is why a small-cap “starter kit” might be useful for the next phase of the battery boom. Three stocks best demonstrate the problem for late arrivals […]
Critical metal confusion, but here’s a small stock starter guide
Everyone knows (or should know) that critical and energy transition metals are one of the great investment themes of the decade but not everyone knows where to start building a portfolio of small stocks with growth potential. One of the problems in tackling a group of metals which have suddenly hit the headlines after lying […]
Nickel primed for another price bounce amid fears of Russian nickel ban
Nickel is unlikely to soon test its all-time high of US$50,000 a tonne reached earlier this year when a Chinese billionaire was caught in a spectacular short squeeze, but there are early signs of conditions developing which point to a price bounce. The major issues with nickel are reliability and quality of supply, with both […]
All CLANC battery metals are equal, but some more equal than others
CLANC (copper, lithium, aluminium, nickel and cobalt) theory is appealing for investors with an eye on battery metals, because it encompasses the big five minerals, but within CLANC there are two metals with outstanding credentials because they’re also getting a Russian kicker – aluminium and nickel. There are other commodities which could win from Russia […]
Independence Group makes opportune play for Panoramic Resources as nickel LME levels continue eroding
As nickel inventory on the London Metal Exchange reaches critical levels, nickel miner Independence Group (ASX: IGO) has hurled an unsolicited off-market all scrip takeover bid for Panoramic Resources (ASX: PAN) – valuing Panoramic at $312 million. The primary target behind the offer is Panoramic’s Savannah nickel sulphide mine, which is located in Western Australia’s […]
Panoramic Resources prepares for next chapter of nickel growth in WA
Resources company Panoramic Resources (ASX: PAN) is on track to restart production at its flagship Savannah nickel-copper-cobalt project in the east Kimberley region of Western Australia. Panoramic operated for twelve years between 2004 and 2016, producing over 180,000 tonnes of nickel, 60,500t copper and 4,900t cobalt from its Savannah and Lanfranchi nickel sulphide projects. Highly volatile nickel prices put […]
Nickel’s steely resolve shines through for miners at this year’s Diggers & Dealers
As the global economic outlook continues to improve, the unmissable overarching theme at this year’s Diggers & Dealers has been nickel’s turnaround, with most analysts, miners and explorers alike believing the commodity’s upturn has only just begun. Panoramic Resources (ASX: PAN) managing director Peter Harold told Small Caps he noticed the nickel market had “tightened […]
