Tasi,
I think you're right and I also think that its not a lay down that RIO will walk away. Look at the foot print of Carrapateena compared to the area Vulcan covers. OD drilled 8 holes before they hit pay dirt. We've drilled 12 but that doesn't mean commercial deposits aren't there. If Rio walk, I'm betting BHP will be knocking on TAS's door.
SP completedly underwritten by EDE with the good chance that its SP will spike if and when Shale Inc settles.
Tasi,I think you're right and I also think that its not a lay...
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