actually - I'm NOT
Hoping for a resolution to CRE situation
From my point of view still one of the "obstacles" perceived by Mr Market (plus TI "blue sky" potential)
Market will only re-rate on solid drill result/production increase/production cost decrease (harder to track now with accounting changes)/ CRE becoming cash flow positive and contributing towards combined entity (Laverton etc)
My guess is still
Bed down CRE (or come to a formal arrangement with STONE)
SC
then a CR is a realistic possibility if really needed
March Q figures need to improve over Dec Q
My guess is all might line up for release of March Q statements/activity reports
But hey - what do I know ?
[and there is still that post a long time ago that implied that CRE wasn't FML's original target but "popped up" and was too hard to resist for CB]
apollo, page-19
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