The Plant is ramping up - there will be problems during this phase and costs will be higher - this is normal. The key is how soon they can fix these issues and reduce costs.
DML has continued to find more mineraliastion, both in new areas and at depth.
If CF walk away the sp will drop. I have spent 20 years dealing with various Asian countries and you need to play hardball - so not engaging was correct imo.
DML's management have proven themselves over time and until they dont, I wil back them.
DML Price at posting:
$1.35 Sentiment: None Disclosure: Held