I have every belief that ORD management have the path to becoming a mid tier mining house very well mapped out, which is apparent from the way they have been implementing their plans over the last couple of years.
They have financing very well sorted, and I reckon the IPO will be a huge success, given the backing they have for the debt financing, NFC for the EPC, and the other major players involved, including RBC. All very solid.
China needs the aluminium, and SARCO in Laos will provide the alumina, I can be quite certain of that.
This is certainly an amazing growth story in the making, and very much at the beginning right now.
VAN Price at posting:
11.8¢ Sentiment: Buy Disclosure: Held
