I agree. Critical opinions are the most valuable ones to me, provided it’s a qualified opinion. I want to learn about what I haven’t thought about, what blind spots I may have been missing. We shouldn’t discouraged critical comments while at the same time insisting that such comments are well argued and ideally supported by experience and evidence.
I personally think that going after tin is the right move now. The part I don’t know is whether it can be done profitably. What is the expected AISC for Mt Lindsay? How does it compare to Renison? What’s the metallurgy and mineralization like? Is 50mn capex enough? Getting ecstatic over a theoretical X mn A$ ore in the ground is a waste of time. Shareholders should care about the bankable NPAT they can potentially harvest. In any case hope some qualified geos on this forum can educate us on Mt Lindsay ...
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