RE: KN / KM and THE liquidity event16 Feb 2022 22:12
I think the delay is due to someone coming late to the party. We've been talking PGM all along, now all of a sudden it Nickel & PGM.
Many have said it's too big for a sole buyer, so maybe someone's come along and said "OK, if you can work out away of getting me the Nickel, I'll split it with you?"
What we are seeing (imo only) is the entities bring created to allow that deal to happen. THE liquidity event is near.