cdu vs aoh comparison, page-11

Out of my box for this one as couldn't resist.

Roseby's current DFS is not that compelling....not sure Xstrata will be that intersted in 25KM of future drilling at this stage in terms of running to fund it? I note a lot of throughput required.

Risked NPV of $180M from Fosters this month may help explain AOH share price & market cap to some extent. But as you said at least they have one. CDU's EPS may indeed be within the range suggested. DFS to formally provide some sustance or otherwise to what Wayne has been banging on about shortly. Let compare apples then.

Will speak to contact that knows the real issues with their projects and comeback at later date if required.