We have to assume the SA near-term producers will be the winer if there is no surprise from the outcome of ALP.
The undervalued explorers in QLD is a good bet. Just ask yourself a question, what is the difference between a greenfield project in SA and in QLD? The difference is almost nothing because remove of 3M policy has little impact on the greenfield projects which is 5-7 years away from mining. Anything could happen in 5-7 years.
Explorers with projects in Africa and other countries will be the winer before or after the conference.
I believe explorer in WA could be the overall loser before and after the conference.
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