I'm really hoping that some of solid news is just around the corner. As we all know, polishing a 7urd (consolidation + rename) will not get anybody particularly far - it must be accompanied by materially good news.And as GW has alluded to, there are not insignificant challenges ahead. IMO, the POG is keenly watched - but things like labour/materials are going to be difficult to swallow. And approvals of course, and resources...
EDIT: a further point on the above, regarding materials/labour - the energy industry is going absolutely NUTS. This will have a significant impact on mining, ie the cost of everything and lead times will go firmly in one direction only.
Ann: Consolidation/Split - DDD, page-24
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