I must admit that I was expecting a 2c number of about 500mb today from CNE (being on the conservative side), but now I see that today's 385mb number is only post SNE2 and does not take SNE3 into account. There is an indication from Simon T that SNE3 results provided further potential to increase the size.
And with all due respect, and I get the drift about the apparent discrepancies (just one of many!), to make a valid comparison of CNE's numbers to the RISC analysis we will have to wait for the promised(?) post SNE2 analysis from FAR so that we are, as they say comparing apples with apples - that's not to say that the discrepancy at that stage might be even greater, we will just have to see
pj
FAR Price at posting:
11.0¢ Sentiment: None Disclosure: Held
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