Oorspronkelijke tekst
Deze vertaling beoordelen
Je feedback wordt gebruikt om Google Translate te verbeteren
icon
    Event Replay Chat
    stevensalloway
    Apr 17 2026
    So Ali, is it going to be seamless in time 2.5 years on tailings and then right in to the mine processing?
    bobby.rainer
    Apr 17 2026
    Can you comment on the Indonesian Infrastructure build out of HPAL and the demand on local nickel ores?
    ausingercomp
    Apr 17 2026
    For Ali -- looking at the IMA mine project, your website says there is considerable Cu, Zn and Pb in the deposit. Are you going to try to get additional revenue from these resources - Cu in particular being particularly popular?
    bobby.rainer
    Apr 17 2026
    For Mr. Colwell, How close is your operation to necessary infrastructure and smelters?
    bcolwell
    Apr 17 2026
    Just missed you there Bobby, but the buildout has been significant. For example, 2 years ago there were 6 HPAL processors, as of January this year there's now 12. Thats 6 multi billiion processors coming online in just 2 years. So the demand is exceptionally high right now. Kitco had an article go out a few weeks ago where it stated that capacity utilization rates for smelters/processors in Indonesia could be as low as 70-75%. So there is strong demand for all ore inside the country at this time and for the forseeable future
    Tuttle
    Apr 17 2026
    I'd love to hear more from the teams on selling forward and locking in high prices from time to time based on profit goals - for example when Silver is above some price, say $85 or $90/oz.
    epstein.peter4
    Apr 17 2026
    For Ali, what tungsten and silver prices are you assuming for sales from tailings for that US$40M in revenue
    mniehuser
    Apr 17 2026
    What accounts for the recent increase in the nickel price?
    bcolwell
    Apr 17 2026
    Bobby - our operations are a 10km drive all by finished road to the local jetty. We then drop off on the barge, do our PSI test, and get paid in full at that time; repeat. For the trading side, we would then ship that ore to the 14 active nickel smelters within 170km of our operations. We're in Central Sulawesi which is the #1 nickel district in Indonesia, which also makes it the #1 nickel district in the world for production output
    bobby.rainer
    Apr 17 2026
    How does Indonesia's the new pricing mechanism on nickel ore affect Nusa Nickel? Cobalt, Iron and Chromium content is included in the Nickel Ore pricing? Does the benefit producers more at the expense of the smelters?
    bcolwell
    Apr 17 2026
    Mniehuser- The biggest reason for nickel rising is the Indonesian government proving that they're more of an OPEC to nickel than Saudi Arabia is to oil. They cut the production quota in early december last year which saw LME nickel prices go from roughly $14k USD /mt to $18.5k USD. So they now know they have significant control over nickel prices
    stevensalloway
    Apr 17 2026
    What assurance has the U.S government given your companies that we will not fall into the foreign dependence again. Thereby driving your product down in prices. All these mines are ramping up all over the world to exclude or limit China. What happens if relations get better. Has everyone learned their lesson?
    Carl Hermansen
    Apr 17 2026
    100% per Brandon's comment. As an investor in Nusa, his investor updates (as a private company) have been second to none.
    salvo82
    Apr 17 2026
    For Mr Haji _ is phase 1 drilling complete
    Phil
    Apr 17 2026
    Ali, any update or move on Mazda?
    Romeo Maione
    Apr 17 2026
    Will pass all these questions through to relevant teams - sorry couldn't get to everything today. I'll make sure the teams get back to you.
    stevensalloway
    Apr 17 2026
    Thanks all for taking this issue seriously!
    Romeo Maione
    Apr 17 2026
    It was a good question!
    chris
    Apr 17 2026
    Home run Brandon. Great job, all.
    Phil
    Apr 17 2026
    TY Ali!!!!

    Scaling Up: Building Value With Every Tonne

    Description
    Join us as we hear from developers and early producers about scaling production and what it truly takes to move from the drawing board to delivering ounces and pounds — with insights from American Tungsten, Kuya Silver and Nusa Nickel.