"What I have found interesting is how so many have agreed after the big upheaval that the old plan / direction was rubbish and never would have worked".
What do you base this statement on? I didn't see any overwhelming agreement here that the former plan was rubbish, just three or four posters (many of who were never on here before).
From my read, the general consensus is that this was a change in plan to deliver more value at the front end of the project, not that the original plan itself was rubbish....my view has always been that the advisory Board has provided a plan to get to full/peak production earlier by sacrificing the near-term partial/smaller scale production at the front end. Delay 12-18 months and get fatter earnings in the early years rather than having to wait until 2027. Doesn't mean that the former approach was rubbish.
ABR Price at posting:
$1.55 Sentiment: Buy Disclosure: Held
