If I was John Leslie I would keep my mouth shut whilst I learned the lay of the land. There would be more damage from ill-informed comment than from no comment at all.
I suspect that we are getting close to Leslie taking the helm very firmly and becoming the mouth piece from that time on. Within the next fortnight I think.
I have made my own investigations into the man and all the reports have come back with a thumbs-up so I am very comfortable.
Keep your eyes on the prize folks. Resource upgrade early in Q3 (I would say) and my bet is we will see well in excess of 500 mill lbs, probably more than 550 mill lbs.
That alone will cause a rerating for the patient ones but the DFS (probably November or December) is going to be the one that removes all risk and all doubt for the big boys out there.
EXT Price at posting:
$7.89 Sentiment: Buy Disclosure: Held
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