Cheers CW that insight about the antagonist seller is helpful thanks. Not as knowledgeable about trading patterns as many but certainly seems to be a more robust feel lately. Could of course also be pull-through from GL1 resource statement. After all we do own a fair chunk of it in two different ways.
Looking at Tom’s latest presentation I don’t think you can criticise him for fudging. He is clear we are going to mine the thing.
Personally I am less concerned about inflation here than others appear to be. By the time we get to developing I am sure that will have washed through and be in the rear-vision mirror.
Far more concerned about inflation and resource issues for CAI once it actually starts operating in a few months.
BRB Price at posting:
26.0¢ Sentiment: Buy Disclosure: Held