Hi Arsenic and ironwang, good pick-up. Here's the video of Duncan talking about M&A (45:00) from Nov.
I believe he's referring to HAV assets here.
There is no way SA gov are going to approve another U mining site so close to BOE. Realistically, these assets can only be acquired by BOE - not that we don't already have sufficient resources / targets on our own tenements. In a scenario where BOE is interested in acquiring, if its not a bargain we just pass.
Ann: Trading Halt, page-18
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