Sarge You are probably correct.....we are talking about timing...

Sarge

You are probably correct.....we are talking about timing issue with DH which yes if delayed slightly from valuation viewpoint will have little impact but will more have negative short term sentiment impact (loss of investor confidence on ability to meet revised guidance etc etc).

I have said enough......if did not have record July movement of 2.2m tonnes I would have sold but I can see good risk/reward here but gees they left it close to the line to get their ore movement in order....