Hi, I have a large holding, but I am entering the nervous stage.
I was just hosed on TSO - overseas, dry ..so my 'trust' levels are fairly low.
I was badly burnt by TRY 8 or so years ago and RED around the same time.
Both of these were overseas, both in wet conditions, both had single mines.
OBM is derisked as in AUS, desert and multiple pits - which has already saved our bacon, as sticky clay could be blended.
However SP is still sinking..... Does anyone know where the 4000 Oz Production for July came from?
at POG$2100 should be (137/975) 14c - up to (290/975) 29c at $A2500
Anyone know anyone on the board, management who can ask about current production - likely market sensitive....
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