Ann: IGO: to acquire Western Areas via board recommended scheme, page-124

McQuade,
He’s not preaching the BHP monopoly nonsense on the POS or PAN threads - because he doesn’t believe his own nonsense.

He’s so muddled he selectively mixes and matches resources and reserves touting them as “JORC”, doesn’t know a smelter from a concentrator preferring to rabbit on about mills, or camps. Importantly doesn’t know a real mining company from a dog, hence his emotional attachment to the go nowhere POS.

Imho WSA is probably better placed in IGO ownership but it does leave us longer term investors a bit of a dilemma as to where to reinvest in nickel. Hopefully we at least get a better offer before this all wraps up.

I have no idea whether IGO’s process stacks up. I understand why they didn’t implement it at Nova, at least at scale, however I”d have thought they might have wanted to run a small scale pilot/demonstration unit if they really believed in it.

EL