agreed, EAR is good but still need more times and outgoings to prove up to production. DCN is churning out cash day by day, why wait if can get it now.
I think the mgmt is trying to be conservative now after being beaten by quoting A$1800 POG, the difference is A$200m in EV. If you think POG is going to maintain or going up, this is a no brainer to me. classic low risk high return story! GL & DYOR.
agreed, EAR is good but still need more times and outgoings to...
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