I believe personally, that the Mongolian project is now a fanciful Hail Mary, rather than the great white hope we all thought it would be.
If it comes off - FANTASTIC! But I will be basing my price targets and holding strategy around Grandis alone.
Not saying it can't happen, but it's becoming less likely by the month IMO. And I believe the company feel the same at the moment.
All just my opinion of course.
But this can get to $1 off Grandis alone and that's awesome.
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