Five year chart with projection UP!!, page-94

Only 10 ni mines in Oz
Oz has worlds largest Ni resources but only 6th largest producer
Ni sales will boom from 2.4Mpa to 4.0Mpa in 8 years

BHP is the dominant player as to NW mines, mills, smelter, refinery & tolling, offtake.

Trafigura has emerged as a competitor while AF AF is lost in diluted low margin low holding jet space his 3 province dream from the 90s in tatters.

LT POS can be a competitor too if PH can apply AFs old vision, replace the dunce seller with MD & wrap up a nonBHP offtake & keep LJ.

N3 eclipse is upon us.
once NP goes up like CuP IOP then we will rerate again.