I think BRM will get rail sorted, and because of that I don't want to sell now only to have to rebuy later for 3x this current share price.
I think long term they'll be matching FMG's output.
Historically the BRM plans have always outshone what they initially announced.
Some of the YML people here will remember that originally, they were looking to prove up 20-100mt and get that to market, instead we've got well over 1bt.
Huge difference.
BRM Price at posting:
$3.76 Sentiment: Buy Disclosure: Held