I met Roger and Mark today at the Goldmesse in Germany. we had a 30 minutes meeting. I am convinced that they know what they are doing. Convincing strategy with Minyari, increasing resource, focus on cobalt and Newcrest/Telfer as fallback option.
Progress with JVs could faster but next year should be the year of Antipa. It would be not a big surprise if they find another Havieron like resource.
I am optimistic that we will see much higher shrae prices in the future. My focus is longterm.
Cheers
Hans
Telfer the Elephant in the Room, page-59
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