POZ poz minerals limited

Both are probably ecomonic if someone was to throw the large...

  1. 8,503 Posts.
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    Both are probably ecomonic if someone was to throw the large needed capex at them, IFFCO probably has got the QLD half. Has IFFCO also got their hands on POZs half though the option agreement ?, not sure but it's possible. If any deal was to be done for Centruy infastructure you would bet it would include both halves. MMG are probably keen, better than everything sitting on care and  maintenance doing nothing.  Just need bigger players than POZ to bring it all together and get it all approved(especially transport or pipeline route to Century). Maybe the secrecy behind who has done the option agreement with POZ is about doing the best deal they can with MMG before the cats out of the bag who is backing it all. Maybe not, but POZ is looking a lot closer to production now than back when you were in love with the stock Bung234
    http://hotcopper.com.au/threads/how-good-is-highland-plains.699661/?post_id=3918821#.V6EjsKKSxf4
    Bit of a blast from the past
 
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