Ok, so it seems like you're now talking about it being a punt on war.That's not the discussion I was having, which was based on your earlier comments about the prospects for POS potentially improving after BHP exits Ni.
This conversation is becoming somewhat circular, imo, so I'm going to leave it at that.
PS. Agreed that the past does not predict the future, but it can certainly inform it, imo.
Ok, so it seems like you're now talking about it being a punt on...
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