Hi @BlueSpider The 70/30 does not concern me at this stage, I do...

Hi @BlueSpider

The 70/30 does not concern me at this stage, I do not see this as the final mix. A couple of years will see this looking a great deal different IMHO. The sell off has been vary hard, especially if you were not sure or have a shorter timeline etc. I am still OK with it, but you will recall I am a couple of years away in my timelines. I was not sure on what Wood PLC would come up with and as we have seen it's a delay with more scrutiny, longer term a plus, but not now!, that coupled with cobalt coming off gave the stickier leg down and now this issue, less sticky IMO and expect this to wander back to 30c In short I hold all with an avg that could have been lower were I Nostradamus

Cheers
Phil.