I think Aston can still do well in the long run, make or break will be if management can deliver a scoping study that outlines low cost operations using large scale as the strategy and are able to convince market that they are competitive with Indonesia and can sit Aston in the lower end of the cost curve. If they can do that then I think they will get a look in when it comes to future funding.
Aston are entering the ‘Orphan period’ for those familiar with the Lassonde curve. Waiting game and accumulation period for those who are in for the long haul and have confidence in the project such as myself.
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I think Aston can still do well in the long run, make or break...
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2 | 1000000 | 0.005 |
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