I'm expecting surge on the next June monthly update and next June quarter report. Any reduction in exports from Guinea will be a bonus to kick it along further. I assume the June monthly will be released first week of July and the quarterly to be released near end of July. I think either way, short or long term there are benefits here. The only thing that could send it south would be a catastrophic operational issue or an escalation in this silly political spat between Australia and China.
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