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Nickel 28 Capital Corp Stock Price, News & Analysis

CONXF OTC

Welcome to our dedicated page for Nickel 28 Capital news (Ticker: CONXF), a resource for investors and traders seeking the latest updates and insights on Nickel 28 Capital stock.

Nickel 28 Capital Corp. (CONXF) is frequently described in its public disclosures as a nickel-cobalt producer through its 8.56% joint-venture interest in the producing Ramu Nickel-Cobalt Operation in Papua New Guinea and as the manager of a portfolio of nickel and cobalt royalties in Canada, Australia and Papua New Guinea. The company’s news flow centers on operating performance at Ramu, financial results, royalty portfolio developments and corporate actions.

Investors following CONXF news can review detailed quarterly operating updates from Ramu, including production and sales volumes of contained nickel and cobalt in mixed hydroxide precipitate, production costs per pound of nickel net of by-product credits, and capacity utilization relative to design capacity. These releases often link operating performance to cash distributions from the Ramu joint venture and reductions in Nickel 28’s non-recourse construction debt.

Nickel 28 also publishes news on its royalty portfolio, outlining progress at underlying projects such as Dumont, Turnagain, Flemington and Nyngan, and highlighting exposure to critical minerals and scandium-focused developments. Additional announcements cover financial statement filings, annual general meeting results, and capital allocation decisions such as normal course issuer bids to repurchase and cancel common shares.

This news page aggregates these company-issued updates so readers can review how Ramu’s operating metrics, royalty portfolio milestones, and corporate decisions are described over time. For investors and observers interested in nickel, cobalt and critical mineral themes, the CONXF news feed provides direct access to Nickel 28’s own commentary on its assets and market context.

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Nickel 28 Capital Corp. reported Q1 2025 financial results for the quarter ended April 30, 2025, highlighting its 8.56% joint-venture interest in the Ramu Nickel-Cobalt operation in Papua New Guinea. The company produced 6,970 tonnes of nickel and 648 tonnes of cobalt in MHP, with sales of 6,133 tonnes of nickel and 569 tonnes of cobalt. Production costs averaged US$3.61/lb of nickel. The quarter saw a net loss of US$0.9 million and ended with a cash balance of US$8.6 million. Production was impacted by an offline acid plant, reducing output by 20% and increasing unit costs. Despite challenges, the company received a US$1.2 million distribution from Ramu and maintains its annual production target of 32,000 tonnes of nickel in MHP. The company aims to keep corporate costs under US$2.5 million for the fiscal year 2026.
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Nickel 28 Capital Corp. (TSXV: NKL) announces significant increases in mineral resources and reserves at its Ramu Nickel-Cobalt operation, where it holds an 8.56% joint-venture interest. The operation, managed by China Metallurgical Group Corporation (MCC), reported a 10% year-over-year increase in total reserves and an 18% increase in Measured & Indicated resources, along with a 146% increase in Inferred resources. These improvements result from successful 2024 exploration activities, including 1,370 boreholes totaling 17,687 metres. The updated estimates show total reserves of 76 Mt with 0.81% Ni and 0.09% Co, while total Measured & Indicated resources reached 177 Mt with 0.88% Ni and 0.09% Co. Upon repaying construction debt to MCC, Nickel 28's ownership will automatically increase to 11.3%, with an option to purchase an additional 9.25% stake.
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Nickel 28 Capital Corp. (TSXV: NKL) has released its annual audited financial statements for FY2024 ended January 31, 2025. The company's 8.56% joint-venture in the Ramu Nickel-Cobalt operation produced 28,669 tonnes of nickel and 2,625 tonnes of cobalt in MHP. Key financial highlights include: total project revenue of US$471M (down from US$644M in FY2023), net loss of US$1.9M (US$0.02/share), and production costs of US$3.21/lb of nickel. The company maintained strong cash position of US$8.1M, repaid US$9.6M in debt (remaining balance US$36.5M), and received US$5.2M in cash distributions. Under its NCIB program, Nickel 28 repurchased 3,122,500 shares for C$2.34M through April 2025. Despite lower commodity prices, Ramu remains one of the sector's lowest-cost producers.
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Nickel 28 Capital Corp has released Q1 2025 operational results for its Ramu Nickel-Cobalt operation in Papua New Guinea, where it holds an 8.56% joint-venture interest. The facility experienced significant production challenges due to an acid plant blower fan failure in early 2025.

Key Q1 2025 metrics include:

  • Nickel production: 6,970 tonnes (down from 8,282 tonnes in Q1 2024)
  • Cobalt production: 648 tonnes (down from 767 tonnes)
  • Nickel sales: 6,133 tonnes (down from 8,864 tonnes)
  • Production costs: US$3.61/lb (up 20% from US$3.00/lb)
  • Average prices: Nickel US$7.06/lb (down 6%), Cobalt US$11.09/lb (down 18%)

Despite early challenges, the operation achieved record performance levels after repairs were completed. Management plans to conduct HPAL autoclave maintenance in Q2 2025, aiming for uninterrupted production in H2 2025.

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Nickel 28 Capital Corp (TSXV: NKL) announced its eighth cash distribution from the Ramu Nickel-Cobalt project in Papua New Guinea. The company will receive approximately US$1.2 million for H2 2024 operations from its 8.56% joint-venture interest. Additionally, US$2.1 million of construction debt was repaid, reducing Nickel 28's balance to US$36.5 million.

Production in H2 2024 was affected by two events: a planned 30-day plant-wide shutdown for capital improvements and a mechanical failure in the acid plant's blower that impacted operations from mid-November 2024 to mid-February 2025. Despite these challenges, Ramu maintains its position as one of the world's lowest-cost nickel laterite operations. The company expects improved production in 2025 and aims to keep corporate costs under US$2.5 million for FY2026.

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Nickel 28 Capital Corp (TSXV: NKL) announced that its Ramu Nickel-Cobalt Mine has successfully resumed full production capacity following the repair of a mechanical failure. The issue, which involved one of two blowers in the acid plant at Ramu's HPAL plant, had caused a temporary reduction in production since December 18, 2024.

With the mechanical repair and replacement of the fan blower now completed, the company maintains its production guidance for calendar 2025 at approximately 32,000 Mt of contained nickel and 2,900 Mt of contained cobalt.

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Nickel 28 Capital Corp has released its Q4 and full-year 2024 operational results for the Ramu Nickel-Cobalt operation in Papua New Guinea, where it holds an 8.56% joint-venture interest. The facility experienced decreased production due to a planned shutdown in September/October 2024:

Full-year 2024 production reached 28,669 tonnes of contained nickel and 2,625 tonnes of cobalt in MHP. Q4 2024 production was 5,952 tonnes of nickel and 549 tonnes of cobalt. Sales for 2024 totaled 30,523 tonnes of nickel and 2,793 tonnes of cobalt.

Average prices declined significantly: nickel dropped 22% to US$7.63/lb and cobalt fell 29% to US$11.26/lb compared to 2023. Production costs were US$3.33/lb for the full year. For 2025, Ramu targets production of 32,000 tonnes of nickel and 2,900 tonnes of cobalt, though this is impacted by a non-operational acid plant expected to resume by late February 2025.

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Nickel 28 Capital Corp (TSXV: NKL) has announced two significant corporate updates. First, the company has appointed Cindy Davis as Chief Financial Officer, succeeding Craig Lennon who became President & CEO on January 1, 2025. Davis brings over 15 years of experience in accounting and financial services, particularly with Canadian reporting issuers through Marrelli Support Services Inc.

Additionally, the company has granted 1,050,000 stock options to Craig Lennon as part of his long-term incentive compensation. The options are exercisable at $0.84 per share for five years, with vesting over three years starting February 1, 2026. The options are tied to total shareholder return (TSR) performance criteria, with different tranches becoming eligible based on achieving TSR targets ranging from 20% to 80% during the period from January 22, 2025 to January 30, 2026.

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Nickel 28 Capital Corp. (TSXV: NKL) reported its fiscal Q3 2024 results, highlighting strong performance from its 8.56% joint-venture interest in the Ramu Nickel-Cobalt operation. The company received a $4.0 million cash distribution and $7.5 million debt repayment from Ramu H1 2024 operations. Q3 production reached 6,880 tonnes of nickel and 634 tonnes of cobalt, with sales of 8,685 tonnes of nickel and 798 tonnes of cobalt in MHP.

The company reported total net income of $2.0 million ($0.02/share) and ended the quarter with $9.3 million cash balance. However, due to a mechanical failure in one of two acid plants, expected to be non-operational until February 2025, annual production guidance was revised down to 29,000 tonnes of nickel in MHP from the previous 30,000 tonnes target.

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Nickel 28 Capital Corp (TSXV: NKL) announces significant operational changes and cost-cutting measures. Craig Lennon, current CFO and Head of Asia Pacific, will assume the role of CEO effective December 31st, 2024, replacing Chris Wallace while maintaining his responsibilities for the Ramu Nickel Project. Cindy Davis from Marelli Corporate Services will become CFO in a fractional capacity. Additionally, Board Chairman C. Ian Ross will resign effective December 31st, 2024. These changes follow the stabilization of company operations after the termination of former executives in May 2024.

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FAQ

What is the current stock price of Nickel 28 Capital (CONXF)?

The current stock price of Nickel 28 Capital (CONXF) is $0.8156 as of February 18, 2026.

What is the market cap of Nickel 28 Capital (CONXF)?

The market cap of Nickel 28 Capital (CONXF) is approximately 44.6M.

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