The company won the lottery with the grade and performance of Tabakoroni over the last two qtrs, are we seeing the opposite of this with the need for the "ore blanket" in the UG. If the grades are there you pull it out, if not you manage it differently. So the risk is that initial grades haven't met expectations and we wont know for another few months........The "ore blanket" wasn't mentioned in the qtly....... The timing and wording of the announcement plus the need for the LSE to be worthwhile suggests to me a CR is in the not too distant future.
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