Ann: IGO: to acquire Western Areas via board recommended scheme, page-106

nuts.
the buyzone was 2.00 as I called it correctly last 2 years.
same old Macquarie team workings.
Now Macquarie team act for IGO, smart! The insiders got the deal done.

if you think anyone else can do the cosmos offtake next to BHPs Mt Keith then you are deluded.
Perhaps you didnt realise but no one else has a Ni refinery & a Ni smetler in Australia nor any unassigned Ni mill anywhere near Cosmos. They will have to build one costing $600M like SIR/IGO did at Nova or dismantle the 2 at FF or Nova once thats depleted.
Trafigura sends to the ore concentrate overseas at greater cost & Outokumpo departed 15 years ago.

BHP holds the Australian tolling monopoly.
You are deluded based on your own lack of research.

The last 18 years the BHP offtake deals have been renewed every time, especially by WSA & MCR, as there was no one else. And with cosmos there is no one esle even more so.

You think WSA will dump BHP offtake now in breach of contract with no one else around? Nuts.