dear mr huntley, page-48

To be fair to Mr H, his recommendation review probably needs some information from management. That announcement was less than complete. Still a lot to know.

Delay til next year brings in wet season etc. And how much is the overrun. The said 20 to 30 percent without having completed the review.

They have no idea or they are being cute and trying to hide a much bigger number. I expect his valuation to take a bit of a hit.