re: anyone follow? arhidas
drafthorse - ANL are obliged to source higher grade ore and it is plainly obvious that they have been negotiating for this over the past 6 months +.
The same can be said for Cawse and without wanting to ramp any potential supplier, only one exists with a quality of ore that is the most beneficial for teatment, offering higher grading and lower treatment costs.
Only time will tell but some experts say that ANL cannot be profitable without processing this type of ore.