as frustrating as it is, I’m not sure barges 18 months ago would...

as frustrating as it is, I’m not sure barges 18 months ago would have made the difference.

imo Krajan was a distraction! First they needed a mining contractor to dig the product; they didn’t. Second the road was needed; took a year longer and still needs lots of work to make it more efficient. Third needed a port and loading facility; work still in progress. It might be a case of management’s ineffectiveness actually working in our favour; if we had two barges with poor loading facilities and lack of product we may have ended up in a worse cash flow situation.

importantly now we are seeing the ducks lining up! A new mining contractor who seems to be manning up to do the job. We have a road and whilst it needs work it will get product to the port. We have a port; albeit it is apparently 70% complete so won’t be great until it is up and running! We have barges; only 2 but enough to guarantee our ability to ship product. We haven’t been in a stronger position and in the coming weeks the SP will start to reflect this.

If I was looking to top up in the future, it is now or never.