sir faces a lot of operational risk, including unproven ability to produce day after month etc at the anticipated costs and rates..
igo have been doing this for 10 years
also igo have consistently added to their reserve base for 10 years. recall they started in 2003 with about 23,000 mangey nickel tonnes
demonstrable consistent ability to produce at lowest quartile over a decade is a big plus
but dyor
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