My major beef is in what we could be giving up.
If drilling next year confirms 80MT of DSO @ $80 OPEX then potentially we hand over 1.5 Billion in profit to WEG. (Assuming $120 tonne price on premium product)
A lot of blue sky I know, however it's worth mulling over due to the sheer upside at play.
Now the flip side to this is we will need a business partner to help make this happen (logistics, infrastructure, technicals and finance).
So question I am asking is are WEG the guys who will bring these tools to the table?
If yes then happy days I'm all in.
In the end I will go with Tony's guidance, however being a greedy prick I'm sure I will always ponder what could have been.
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