I think I heard Richard say at a Macquarie day that he would be happy/settle with three production centres?
Speculating...
WAF could target PDI? Although PDI environmental permitting looks risky despite being in Guinea - given that the Bankan deposit is literally located in the Niger NP. Bankan would add +250Koz p.a over 10yrs (ex likely depth extensions) taking WAF's 480koz to 750Koz in 27/28. PDI m.c ~A$400M and they at the PFS stage - so not an impossible task. Plus there are some obvious location/language synergies allowing a scrip deal. And WAF balance sheet looks good despite the fact that we all going to get dunked on with a -10% open tmrw.
Having speculated. I do not like this raise. Blows out my already faltering 'Cap-raised-on-to-Takeover' ratio for this cycle. Drats.
Cheers
Ben
I think I heard Richard say at a Macquarie day that he would be...
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$1.73 |
Change
-0.005(0.29%) |
Mkt cap ! $1.969B | |||
| Open | High | Low | Value | Volume |
| $1.71 | $1.73 | $1.70 | $4.313M | 2.518M |
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| No. | Vol. | Price($) |
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| 2 | 16381 | $1.72 |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.73 | 6047 | 3 |
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