RRL 3.48% $1.67 regis resources limited

haven't digested the report fully. but i stand by prior...

  1. 460 Posts.
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    haven't digested the report fully. but i stand by prior comments, dont touch McP for a little bit.

    particularly concerned about their asic assumptions on sub $1600 for valuing it.

    i still think the project is npv positive, but regis needs to demonstrate some cash build first, and this headline looks like goalseeking a justification.

    especially due to cost, I suspect hedging will be required. dont head down that path again. at least not to the extent it was previously.
    Last edited by LambDownUnder: Monday, 08:38
 
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