AUZ is yet another example like Noront SIR ESR ANL of the large capex of $1B & long build time of 2-3 years of new low grade stranded ni projects that will be cash burning white elephants for many years & may produce years away.
some like this & ran fast then collapsed in a heap under the weight of debt & expenses.
pos is the exact opposite
6 months, low capex 15m & 21m, ebitda near term, plants in remarkably good condition, mass revenue & production profile
pos is becoming a mass producer in short time.
its a no brainer, market will realise once it starts running.
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