Albie
Thanks for that. Not sure you are early in this - there is no correct time. Rossing ( Rio Tinto)has made huge amounts out of their mine - I think this will be good.
Have you looked a KR favorite PEN - I got in then saw it was going to take much longer than I thought and got out. I am surprised they have not looked at this resource to bulk up RSA.
The latest presentation makes interesting reading would love to find some time to unpack this one vs that presentation.
What does seem to be a big difference is cost to establish mine - I would have thought USA was much higher but that is not so. The mine development cost here looks heavy so BFS is going to be a hard sell to bankers and thus dilution may well be big to get shareholder funds.
Now actively interested so thinking seriously about a 5 year portfolio of which this fits the bill.
Ann: Analyst Coverage , page-15
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