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30,353 Posts.
1846
19/03/18
17:01
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That's looking ahead assuming the deal goes through.
It's looking ahead assuming that AOH is fairly priced. I don't think it is.
How is it neutral if it fails to take account of a tightening Cu market, or the fact that our Cu is twice the grade that CMMC has, and easier to mine?
I'm expecting a much better deal will emerge if not soon, then within the next 2 years or so.
Surely the market won't be asleep to this opportunity forever. Not when Cu is going to go crazy.
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