Very much agree vcr999. I would encourage everyone to take the time and listen to the call, particularly the Q&A. It was very clear they have multiple plans in place that are well underway. Getting the fundamentals right, plan and deliver at the right cost. The 'Optimisation Project' Bryan and Andrew discussed. Significant amount of Federation data coming in. Potential Hera restart well in the planning phase and can come back online relatively easily. Work is underway on Great Cobar. The transitioning to Peak North. Further information will come out in the Annual Report call. Andrew made a particular point at the end about de-risking by having multiple orebodies in play.
The confidence due to a sound understanding of what needs to be done and the acumen were very clear. I could not be more impressed with this management team.
All the best.
KKR
AMI Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
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