Hi Squid,
Don't know how you can say AKI only has asmall amount of DSO - read the earlier posts on this thread - Badondo immediately has 46 years supply at 5MT p.a. + still proving up more. AKI = 72% of project = 3.6MT p.a.which is greater than EQX short term 3MT p.a. quote Gibba there from earlier in this thread.
This is very much a game of early movers win and AKI is ahaead of EQX there - it already has a jorc resource.
Note Gibba remained silent on this in responde to my earlier post on this thread.
Any more info on this Gibba ? - timelines for both companies to begin export ???
I think both should and will share resources and also that both are good - just I prefer AKI for first mover advantage.
Read earlier posts on this thread and do the maths against the backdrop of IO supply and demand plus prices into the future.
This is all my researched opinion only and am happy to learn more and be proved wrong.
ADH
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