had a chance to watch the webcast replay. it was very good as they addressed some key points.
The DFS numbers are based on only half of Goschen defined mineral resources and current mineral resources are only a part of total Goschen exploration targets. (6B tones backed by historical drilling data). On top of that Cannes and Nowie will add another two-fold. Given all of these are within 20 km radius so possibly huge synergy?
CEO quickly (or even impatiently) refuted the claim there will be big radiation issue. i guess too many people have asked him that.
Also CFO seems confident about off-takes in early Q2.
VHM Price at posting:
78.5¢ Sentiment: None Disclosure: Held
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(20min delay)