I think 72.2 mlbs is great as well. I remember back in the days when AGS announced their JORC for 4 Mile West (back in about May last year). The market was expecting something like 100 - 200 mlbs and it was being ramped heavily here on HC. Turns out Four Mile west was only 32mlbs (in which AGS only had 20% share) and yes the market dumped the stock.
I think this case is very much different. BMN management have been superb. When they say 100mlbs they mean it, and I wouldnt be surprised to see it way surpass that figure with the final upgrade. Remember this is a huge project on their hands. Give the management time and they will deliver.
I think 72.2 mlbs is great as well. I remember back in the days...
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