From reading through the presentation, it appears that option three (third party)is the preferred. Either through out sourcing or a take over, and the current plan is to keep drilling and adding to the resource until the temptation to a bigger player becomes to strong. Makes sense to me, why set up another plant when the existing plans already have the demand but with a diminishing resource.
HM Demand still remains, even through this down turn. This is very much a hold.
IMA Price at posting:
57.3¢ Sentiment: Hold Disclosure: Held
