Banter and general comments, page-24314

Yes as a stand a lone Spod producer CXO are in a very good position even if they did nothing else but sit on their ar#se untill the Spod ran out, our resource size doesn't have any effect on income in the medium to long term, only the ability to move downstream where you need a minimum 20y LOM.
There is the option just to remain a spod producer and expand the current concentrator from cashflow over time , what you may lose in margin you make up for in volume and cream it if margins increase, that would avoid the high cost , risk and likely dilution going downstream....I doubt management will be thinking that but it has some appeal to me..

Interesting times ahead...but debt free and producing is good enough at the moment, the shareprice will go up and down hopefully with an upward overall trend..

Cheers Whisky