Consolidation of Nickel Producers Begin, page-167

IGO took SIR WSA
AF took Noront now at 41% of MCR with IGO to flip its 7% to him also impending
BHP took OZL and will lose a whopping $15B on this nullabor hot black hole with no revenue for 5 years

This leaves only PAN POS left
PAN is 35% controlled by IGO AFAF Zeta already
POS has only BMM at 11.7% after AFAF pathetically sold down from 17% to 1-2%.

The fact that AFAF values MCR and Noront more than POS shows to all us LTHs here how AFAF now thinks of POS and his 6 years as chairman of POS and his empty promises to us back then which are hollow and now worthless.
Market doesnt think POS has any offtake or any funding & its mills are worthless, LOL.

Soon POS will be the last one standing & the only one that can produce 50ktpa near term using its massive Ni mill capacity of 3.7MTpa which is the 2nd largest in Australia behind only BHP.

BHP should be eyeing off POS here.
Once the massive unexpected Trafigura deal is revealed the moves may start here imho.

NI war coming to POS PAN imho.