Yes I listened to it. Quartermaine (in question time) said PRU doesn't consider itself West African but a "Pan African" gold company. With $A700m cash/bullion position, no debt and recently up-sized corporate RCF of $US300m, something's up.
How about Osino's Twin Hills project in Namibia? 13 year mine life, after tax NPV of $US 503m @ $US 1700/oz gold price, AISC $US 939/oz and capital development of $US 375m (incl $41m contingency)... according to the Osino company presentation in March.
The more I listen to Quartermaine, the more I like. Head screwed on and ambitious.
Ann: March Quarter Report, page-9
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