Yes, it was my understanding too that Alex B stated categorically that he wasn't interested in a joint venture on Tennant Creek. Your assessment seems to be the most likely, which would be great news.
Unfortunately I am not going to find out what the outcome was unless they release details of the meeting today, which I think may be unlikely. I'll be off to SW Sumatra away from internet for a couple of weeks having a surf, so it will be interesting to see where this will all be when next I get to log on.
major investment group, page-65
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