Tweet: Nickel – The quiet setup

https://x.com/Kacper_PK_CH/status/1974130899714269228

Nickel – the quiet setup All eyes are on precious metals. It’s understandable: gold and silver just had their best 2-year run in decades. But to win big in commodities, you need to target what’s ignored. First in my series of forgotten ones, we’ll cover how to play it and the key nickel equities. Assembled by my AI analyst, it's improving – less mistakes and no hallucinations.

High-exposure Producers

• INCO Vale Indonesia – Indonesia
• NIC Nickel Industries – Australia/Indonesia
• GMKN Norilsk Nickel – Russia
• 3833.HK Xinjiang Xinxin – China
• NIKL.PH Nickel Asia – Philippines
• ANTM Aneka Tambang – Indonesia
• MBMA Merdeka Battery Materials – Indonesia

Medium-exposure Producers

• VALE Vale S.A. – Brazil
• ERMAY Eramet – France
• IGO IGO Ltd – Australia

Low-exposure Producers (diversified majors)

• BHP BHP Group – Australia
• GLEN Glencore – Switzerland/UK
• NGLOY Anglo American – UK
• SOUHY South32 – Australia 
• SBSW Sibanye Stillwater – South Africa Developers / Explorers / Early Stage
• CNC Canada Nickel – Canada
• NICU Magna Mining – Canada
• TMC The Metals Company – Canada
• PNPNF Power Nickel – Canada
• NIS NickelSearch – Australia
• BSX Blackstone Minerals – Australia
• TLO Talon Metals – Canada
• PGE Stillwater Critical Minerals – Canada
• SHL Homeland Nickel – Canada
• LZM Lifezone Metals – UK/Tanzania
• CHN Chalice Mining – Australia
• CTM Centaurus Metals – Australia
• HRZ Horizon Minerals – Australia
• NCKL Trimegah Bangun Persada – Indonesia
• NICL PAM Mineral – Indonesia
• DKFT Central Omega Resources – Indonesia 
• NEXM NexMetals Mining – Canada
• FNI Global Ferronickel Holdings – Philippines
• NICE Adhi Kartiko Pratama – Indonesia
• ESR Estrella Resources – Australia
• ALB Albion Resources – Australia ETF basket
• NIKL Sprott Nickel Miners ETF – Global