BHP has outperformed IGO recently but not the last 24 months
IGO has gone 7 to 16
You confuse my bearish comments on the disastrous BHP t/o of OZL and bullish views on IGO going forward.
BHP is struggling toi meet offtake Ni commitments and this black hole dump with $15B capex cashburning next 10 years in OZL will not help it.
BHP is in strife wrt NiWest & OZL.
IGO will outperform BHP next 2 years imho.
BHP has wasted a fortune on black holes, just like RIO did.
IGO has not, its acquisitions as cashflow accretive have been spectacular.
FMG BHP RIO MINRES have all been shown up by IGO imho.
You will see.
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