Thanks for the link to the Investec report. It makes interesting reading, particularly when you remember that the various share prices mentioned within it are based on Marillana alone and exclude BRM's other resource holdings.
Like many others, I will be very happy if the suggested eight week time frame for a rail deal actually eventuates. After all this time, that's starting to seem pretty close (finally).
I'm still planning to hold through to production at Marillana, then will reassess based on whatever strategy is released at that stage for BRM's remaining holdings (Duck Creek, etc).
Regards, Bones
BRM Price at posting:
$3.56 Sentiment: Hold Disclosure: Held