thanks for sharing the link.what I took away from the call was...

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zereal

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26/07/24

09:25

Post #: 74925788
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Originally posted by KKR: ↑

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

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thanks for sharing the link.

what I took away from the call was that they are looking at increasing the throughput at the peak plant (currently nameplate of 800ktpa) against bringing the Hera plant back online.

AMI Price at posting: 18.5¢ Sentiment: Buy Disclosure: Held
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Last 30.5¢		Change -0.005(1.61%)		Mkt cap ! $516.2M

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1	1	30.0¢

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Price($)	Vol.	No.
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No.	Vol.	Price($)
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8	550360	0.295
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3	168915	0.285
7	323332	0.280

Price($)	Vol.	No.
0.305	142511	5
0.310	415876	7
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thanks for sharing the link.what I took away from the call was...

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thanks for sharing the link.what I took away from the call was...

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