Have a listen from 8:10 min in about the change in geological conditions. Bryan didn't seem to be concerned and is using the infill drilling to continue modifying and updating their model. This seems to be expected. I noted the analysts didn’t ask about it either. Felt better after hearing that.
Interesting comments from Andrew regarding the recent exploration release. Encourage everyone to have a listen which may allay some of the concerns that have been expressed here. Pricing in every nut and bolt into the FID for Great Cobar.These blokes are switched on.
Again worth a listen if you haven’t. The soundness, acumen and confidence of this management team is first rate.
All the best.
KKR
AMI Price at posting:
18.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)