thanks. Are there any parallels worth drawing on being the cheapest producer? AMN have a very attractive preso that puts them at the bottom of the cost curve and appeals if you know the Aussie Iron Ore story v the rest of the world but if the project never gets built it is irrelevant. From what I have researched the repeat dilution here to fund the capital works and handing the power to the banks nearly killed this and a bunch of funds gave up on it but that can be the next persons opportunity.
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