Nickel Boner Update, page-5645

I called this a year ago on here
Cosmos of WSA now IGO was an overpriced medium grade high capex dog just like MCR was an overpriced low resource NO MILL high capex dog.
IGO burned $1,100M on WSA and now all 2 mines mills on C&M, LOL.

I was SPOT ON AGAIN!

Cosmos has large capex 2.0% grades but its UG and far far away so FIFO expensive workforce.
Its next to BHPs Mt Keith at Leinster and logical as a BHP asset.
POS has mines at way lower capex and surface open pit and its UG grades way higher at 4.1% - 9.1% at GS SS EA AR

All our competition and peers who laughed and humiliated POS & its mines mills for a decade have now gone under or on C&M burning $15,000M cash on blackholes that are not producing
yet they criticised POS as a swing non producer low capex yet they are even worse themselves as their capex was massive and unsustainable as I have been saying for years here.

PAN MBN ANL even all went into VA.
Glencore also considering shuttering MM laterite from ANL days also.

The global Ni supply has been slashed with Indo ore all sent to china and unavailable and yet the NP has barely reacted yet, it should be rocketing to 10-14 now imho

Yet POS has survived and is the last man standing and laughing at these dufus rich peer fools who got suxed into high capex black holes in the desert/arctic.
POS didnt spend $15,000M cash either like they did!

We are laughing last at these peers now,
HAHAHAHAHA

An arrogant know it all rich fool and his money are soon departing company.