Today’s The West Australian 14.04.23, page-6

Yeah, like Mincor with their proven and certain capabilities to create a cluster fk out of their hedging strategy and their certain track record of totally messing up the pre start metallurgy studies resulting in their certain incapacity to supply ore within the specification tolerances of their certain binding offtake agreement with BHP (which incidentally certainly doesn't leave them with any capacity whatsoever to supply anyone else). With all that certainty there is of course one small inconvenience in that their certainly incompetent board has endorsed the hostile takeover bid tabled by Wyloo at a deep discount to where the stock was trading not so long ago, leaving pretty much everything kind of uncertain. Not sure how PBT would muscle their way into that situation.

More seriously who exactly has the capacity to supply Nickel concentrate in the quantities required to PBT anytime within the next 5 years that isn't already locked into a binding agreement elsewhere? Anyone who has done a few hours of half competent research* can answer that question.

(*house specialty herein)