Alright brains trust, thoughts on this cryptic line?
@Joelstar &
@wassaI have re-read the sentence a few times and... they are looking at potentially acquiring assets that don't have a processing solution?
I am puzzled to say the least (I am being polite). Or... they are open to toll treating current deposits they have that cannot fit into the plant currently?
Perhaps I am just being impatient, but... a lot of these sentences are very... wishwashy. "new developments"....
I thought they already had a clear plan for the next 2 years... 2 more U/G mines....
I am all for flexibility, but for now, PNR is still not properly explaining to the market the true upside to their production.
This graph... does not help to explain their growth projects... but for the sake of it, here are my numbers...
Yet... if they bring on 2 new U/G mines.... hopefully these projects will be blown away... as they are currently only factoring in Mainfield.
I am already overweight PNR, but... it's a challenge not to add more, when... in the right hands (data room is open), it could easily become a 250k p.a long life producer.....
(20min delay)