ALK 6.17% 43.0¢ alkane resources limited

Ann: Resources Rising Stars Gold Coast Investor Conference, page-19

  1. 4,282 Posts.
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    When you say continue with it Plough, I'm not sure you are following the current story very closely.
    There will be very little money spent on Boda/Kaiser over the next few years.

    BTW the scoping study only included one third of the current resource inventory.

    This project at the very least has enough upside to create interest amongst the larger players in the industry.
    The same players who have shown an insatiable appetite for picking off other large copper/gold porphyry projects located in far inferior locations.
    This will be either a JV or an asset sale, the only questions worth asking are; when will they get their first bite be it at project or company level and how much value should be ascribed for Boda/Kaiser in its current iteration???
 
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