He said it was not the "new guy" (ie Brad) and sounded like no more detail than in the preso. Not sure about the Cobalt.
Opportuntiy missed perhaps to sell the company outlook, but we need teh next 2-3 qtrs of no disasters and solid production numbers to get some confidence back.
If Cu is going back up, am surprised there's not opportunistic m&a offers coming in. Anyone would get the Tiger for a song at present.
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