Eine hohe Nachfrage (u.a. wegen Batteriespeichern) bedeuten hohe Preise.
https://www.ariva.de/nickel_london-kurs/chart?t=all&boerse_id=172
Interessantes Interview mit dem Director of the Board (Milewski) und dem Presidenten und CEO (Cochrane) von Nickel 28 vom Januar 2021. Danach scheinen die Aussichten sehr gut zu sein:
"... We anticipate that, notwithstanding some sort of a big global economic recession, pressure is only going to increase as the Biden administration comes in, later this month, with a green deal and a wave of green initiatives globally, driving technology that utilizes and relies heavily on nickel. So we're exceptionally bullish on nickel in the coming years. I think that's driven by strong industrial demand, but also an energy transition that's underway globally. ...
... There'll be a few other battery chemistries, but primarily it'll be that NMC battery. And the expectation is that at least 80% of the cathode in that battery is going to be nickel. ...
... Our intention is to use that cash flow to buy back stock and pay a dividend and return capital to shareholders. We firmly believe that the share price is significantly undervalued, not only based on our cost base for the assets in our portfolio, but a scarcity value, with the type of assets that we have in our portfolio and the transformative events that we're expecting over the course of this year. ..."
http://metalsnews.com/t1339348i
|
