Ann: Macquarie Conference Presentation, page-61

i assume the 5% jump friday was on the back of the pls announcement re great wall motors and the positive impact in terms of confidence/ sentiment/ precedent setting that it generates for other asx miners such as ore.

i took a position in pls for the first time on friday, paying a premium compared to a few months ago for the peace of mind of seeing their future as significantly derisked as i posted today on the pls forum.

as for agy, i just don't get it. I've followed their progress but can't even get close to convincing myself to by in. they are in a trading halt again now with further delays on the DD, so its a little ironic that funky is saying how great they are at delivering and how terrible ore is with all the delays.