Agree with your views - MoM were right about BGL doing a CR but quite wrong on FCF estimate as they were Way too optimistic.
MoM are very sceptical about DEG cap cost estimates ie they believe they will come in higher. Makes me also wonder about DEG DFS guidance - maybe it will end up a lot higher but we will not know for a few years.
SPR should be in full production well before DEG.
One other major positive for SPR compared to DEG and BGL - they will have a lot less hedging, maybe even none, than either even if they use some debt to finance production restart. DEG is borrowing a lot of cash and will probably need quite a lot of hedging.
Ann: Dalgaranga Gold Project - Mineral Resource Estimate Update, page-145
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