Excellent borrowing environment continues & most likely will through 2019 & that will not harm us here at all.
Just having a peep at another holding’s forum & imagine my lack of surprise to note that they are starting to adjust their costing estimates in line with current commodity prices when apparently that is a mortal sin....
The big word using CAPEX people must be feeling a bit shy noting that one of our peers needs basically the exact same amount as we do- but don’t have spare BHP processing nearby, ( which BHP has openly declared should be used to process ‘3rd party supply’- translation? A very high chance that 3rd party supply will be KNP cobalt from ARL- we may not even have to finish our processing plant for us to start earning money from our extraction- beautiful* ). Glass houses still seem a good place to live for some.
Then I remember I hold over there as well... lucky it’s only 10? 20,000? Units or whatever it is.
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