Watched the full interview & questions after work today. Key points for me were:
1. Geoff & ANX are pushing ahead with the base DFS case since that is what they've already modelled - the addition of ore from GRE is "extra" incentive for metal traders, off-takers and lenders
2. List of potential benefits == Operational efficiencies resulting from single operator, Better open pit mining contract rates due to increased mine-life, More favourable funding and offtake terms under a larger Project (point 1), Reduction in fixed costs due to economies of scale
3. Ore from Whundo has already been through Whim Creek before (need more tests still)
4. ANX & GRE discussing finer details of the arrangement - such as pricing, tonnage of oxide vs sulphide
The only negatives I picked up were Tom seemed unprofessional, unmotivated and slightly non-committed since Radio Hill (ARV) is much closer but it would require refurbishment so ANX seemed to be their best option for now ......................
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