Good spotting and very nice post Dan.
This explains quite a lot if these are genuine MF comments with intent.Interesting timing with him letting a little more of the long term company plans out of the bag.Bit more than burly this one DK!
Sounds to me as though they intend to drill Mokopane out to BFS status and I would certainly hope that the 18M would incorporate the scoped up BFS as well.
If the intent of the Mumbwa quote is correct it sounds to me as though MF wants Aim to mine this with Perkoa cash flow.Whatever the case any drill campaign that confirms any decent continuity of that 300M at 1% with those credits(interesting that he does mention Ur credits/I wonder what he knows about the current state of play with the Zambian Ur mining policy)will add value to the sp even if BHP claw back.
Oh well at least we now know why the healthy mid 20s support with someone factoring in these developments from the looks.
d.
Good spotting and very nice post Dan.This explains quite a lot...
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