Morning all. I got the impression from the recent RRS lunch that the leadership team were less concerned about LOM (to @Zammita 's point, I think they are very confident it is there - see the slide comparing depth and LOM for peer mines with similar geology). I do, however, think that the market wants reassurance - eg at least 10 years at this stage. I am worried that FS2 will prioritise annual production over LOM (with the current positions) and the market will be disappointed again. I am hoping for 10 years and a more modest increase in annual production. However, the smoke signals re plant throughout increase with minimal additional spend leads me to think annual production will be the priority, with a much more modest LOM increase.
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Morning all. I got the impression from the recent RRS lunch that...
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