Ignore the Nickel specs and the Laterites because the Kambalda...

Ignore the Nickel specs and the Laterites because the Kambalda area is world class and MCR/IGO have not failed to deliver on the exploration front.
MCR is highly profitable with reserves and cash continuing to grow rapidly. You can buy MCR at below valuation with all the exploration upside for free so why consider Specs that have large market cap almost no money and may miss this cycle completely.
How long do you thing MCR will last before it becomes a takeover target. Open register say's welcome aboard to any would be suitor.