matmor's potential, page-45

I think once the fs is complete will be at that next stage, where the market cap has to be more realistic with the potential on offer.

So NTaylor, what are your thoughts on the outcome of the FS. This also assumes tincom is still on board, which I have little doubt about. In my opinion it is 90% plus that it will be a positive outcome, I'm sure a company of tincom's size would have completed a thorough analysis before commiting to this deal.

A lot of people go on about the past, which is still relevant to some extent (con notes) but is no longer the issue it once was. The boxes are being ticked and esi has been derisked a huge amount in the last year. Now we are heading to a point where real value has to be realised, fair enough income is still a couple of years away but there won't be income from just one deal. For me the risk reward is compelling once more. After the spp to retail holders last year I sold out to break even(sold out a bit early, didn't manage any above 9 cents), I have slowly started reinvesting since the coal announcement last year and bought most in the current range. I'm happy to see what the next 6 months brings. DYOR.