Hi Maccar. Rough news personally this arvo and trying to distract myself. You are some where close however 300 billion spp would see ARU taking over all the OZ RE plays.
You are right - fundamentals remain the same. $1 may be small change in a few short years providing management deliver and Beijing keep on keeping on thus making OZ RE companies so much more important to the ROW supply chain - with sp adjusting accordingly..
Ann: Arafura Launches A$20m placement and A$10m SPP, page-112
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