MYG 3.95% 73.0¢ mayfield group holdings limited

The points I took home:* Production 2013* Build camp January*...

  1. 677 Posts.
    The points I took home:
    * Production 2013
    * Build camp January
    * February start heavy earthworks
    * March start miining
    * Commission plant October 2013
    * John is going to London next week to finalise finance
    * Announcement around off-take agreements shortly
    * Several banks providing finance
    * Dividends will be a key focus
    * The DFS is very conservative. Basically ignore the figures in the DFS, reality will smash it.
    * Institutions just waiting for finance then they'll be grapling to get on board
    * There has been a big shareholder selling in the last few weeks to meet other commitments.

    Get on board.

    Busting
 
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