Comparing CTM to stocks like SGQ and BSX, page-93

Is it true that Sprott has sold CRM shares? Could they be investing in companies that will beat CTM in timing of production? 2014 does seem late considering upcoming nickel book. Or could it be because nickel price may correct in the shorter term? International Nickel Study Group (INSG) estimates the global refined market was in a supply surplus of 57,300 tonnes after the first five months of the year, representing a sharp turnaround from a deficit of 31,500 tonnes at the same point of 2019.The median forecast in Reuters' July analyst poll is for a surplus of 100,000 tonnes in 2020, making it the first year of oversupply since 2015.