IMO, AVB need to really ramp up drilling those "OTHER" areas of interest to get expansion plans and SP moving quickly.
After all they do have the backing of Glencore/Xstrata, and Blackrock!! Sooooo....Nothing to stop them tha'r AVB drills doing what SFR's drills did for SFR's SP!
AVB's much lower costs and enormous land holdings do put it in a much better position than SFR.
Brazil and not Australia is the place to be for me and AVB.
Jake.
AVB Price at posting:
6.8¢ Sentiment: Buy Disclosure: Held