An agreement to process the ore or concentrate from Talisman with OGC would unleash a rocket under this stock.
Let's face it, it's the big question posed by the market.
My back of the envelope calculations say it would be viable to send very high grade sulphide ore to the Port of Auckland and send it elsewhere for processing (like the old boys did and accidentally "lost the gold").
However - processing domestically within NZ would be much easier and complete the loop of the NTL story. It would also give OGC the ability to blend its lower grade ore at an economically viable return.
Watch this space I reckon.
An agreement to process the ore or concentrate from Talisman...
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