Hold a few of these and plan to top up at the SPP, The reason I say this is because they have to refurbish and establish their already owned processing plant, something like 50 million ? some will be dept funded, some will be raised via SPP, hopefully not all to sophisticated investors (dumpers) so we should get at least a little go.
There is some talk of trucking it 45 kms to another mill that is running out feed by end 2010.
Opinions??
Please feel free to shoot to kill should you know different.
falko
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