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Ann: Half Year Accounts, page-40

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    Edshann
    you keep changing the discussion.
    you have been banging on about CY targets , meeting vs exceeding target and when I point out they only need 134k production this half to EXCEED prod target you start l talking about end of 22 prod and whether they extend Boonanaring. By sept next year cash even after divi of 12% will be 110 m plus so who cares if they have a quarter of lower revenue at the end of 22
    you are caught up in irrelevant detail such meeting or exceeding CY targets you miss the bigger picture

    would you by Atlas and Biddimina for an EV of 80m

    whether they have 90m or 120 when they move to atlas i see as largely irrelevant

    on the production front they only need to average 67k per quarter to reach upper end of prod guidance . When I recently asked the company about beating guidance the answer was it’s certainly possibility
 
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