This is my concern and why I sold down yesterday. From what I understand that is likely to be the case. Obviously my fault that I did not understand that Grants had only 2-3 years worth of ore. That combined with the fact that FID for BP33 is not even done yet points to a risk that yes they may run out of ore before BP33 gets going. If that's the case then CXO is in big trouble. For me it's a small LT holding now but I may come back in once it's clearer that BP33 is a go and is a good ore body.
Still a Li bull so I have moved to PLS which was also down yesterday to see if I can recover my losses from CXO. DYOR!!!
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