I also would not be surprised to see throughput issues - in fact I will be surprised if there are not. However I like to look at the counter factual. If you saw a developer with these ore bodies and facilities which was about to start producing (ie hadn’t yet) what value would you ascribe to it? I suspect it would be a great number based on potential alone.
As an aside are some of you starting to think like me that Cobar needs a collective re-rate? Seems if you look you find down there…
AMI Price at posting:
42.5¢ Sentiment: Buy Disclosure: Held
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