novac,
the other issue to add when making the comparison is that AOH are not that far away from cashflows @ Kylylahti.
Also, if Xtrata likes what they find @ Roseby they are obliged to purchase the project - that is also a decision that it not that far away.
IMO, I'd be very very surprised if Xtrata doesnt have the foresight to acquire and maintain a strategic position in AOH in the near-term. IMO, A takeover will be cheaper than the Market Value of Roseby post drilling and resource definition.
cheers
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