wake up , page-68

Hi Gringo

The disconnect between the market's assessment and WR's plan is huge. DSO CID is not even on the radar for BRM. All the short-term/ mid term plans centre around the detritals. If you believe WR you can see why. It's cheap to extract, it has a very low strip ratio, apparently it is very cheap to beneficiate ($3-$4) and most importantly it gets a premium price over the DSO CID. Detritals are the cake .. CID is the icing. When the market makes this inversion.. hold onto your hat! It's not as though WR is keeping it a secret.. did you listen to the presentation I posted? What did you think?