Sevo, You seem to allude to the fact that RWD will need to...

  1. 709 Posts.
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    Sevo,

    You seem to allude to the fact that RWD will need to target “deep resources” with bores but then comment on what you think is a greater capital intensity for LM. Do you think building and running a bore field is cheap?

    And yes, the resource is finite. It will run out in 20 years. I don’t care if it runs out in 10. Beyond 10 is financially irrelevant; discounted to 0.

    Your other comments regarding Euroz and “their mates at Austrailan Super” are pointless. Good on them for having useful mates and using their connections to advance the project. When big global SOP producers start to pay attention to this project I’m sure you’ll have some sort of conspiracy theory on that too. In the end MR gave away the best project. I’ve owned a lot of both over the years and my money is firmly on this team now.
 
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