All good Mogga, divvies aren't my language, I just don't typically hold long enough to factor them in. I get your focus on it though, with your buy-in price and holdings I'd be looking for them too.
All four scenarios sound good to me.
With some creative negotiations and some clever logistics I wonder if the cheap quarry products could not be used to offset the distance issue with PASS. Pay a bit more for PASS but save a bit on quarry products from the back-load. Just thinking aloud.
NAG Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held
