Wowee. Paul has just finished his Preso at Noosa. Very impressive, the best I have heard him speak.Went thru all the usual, a couple of points to note.Confident that Scotia can move from 60kozpa to 100-120kozpa. Currently 1koz/m vertical in the North, expects this to lift to 2koz/m vertical with drilling to the southInterestingly North Royal historic was 5koz/m vertical, hence this could be quite largeMainfield, talked about 2,3 or even 4 Declines.The Big one, very confident in talking re regional exploration and the fact that there has not been any drilling in 30 years. Goldfields bought the St Ives tenements at the same time the Norseman tenements were sold. They are similar in area and geology. While Goldfields has added 13Moz, Pantoros gtenement shave not had any drilling to date (only that to feed the DFS for restart). This is about to change.
PNR Price at posting:
$3.74 Sentiment: Buy Disclosure: Held
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