I caught the bit last night on the BNN re-runs. I have a great amount of respect and gratitude for Harris. If I ever meet him I owe him a few beers for his influence on my portfolio over the years.
So, I purport that many others like me value his opinion. Vermillion summarizes my observation of his comments and I think that they are accurate from a TODAY perspective. He did acknowledge the optimism for the RoF area and correctly stated that without infrastructure, there are other nickel deposits more lucrative and market accessible. He also talked about the nickel business later in the show and brought up a few points that I was unaware of regarding protection of the 'price bottom' by immediate removal of marginal Chinese producers from the supply chain in a depressed Ni market.
In summary, although I hoped he would yell "buy now you fools" his comments were conservative and as Vermillion states he has not 'black-balled' the RoF, he is in wait and see mode. Any commitment to infrastrucure will be the game changer. Let's hope the RoF becomes a campaign handle in this fall's election.
If not ...............................