The market downturn and the "competitive" atatement from AGO today is bad for BRM IMHO, if the Chinese are now being particular about the product they are purchasing there is a chance that Marillana will be "put aside" for the forseeable future in the interests of the shareholders, ie no use mining and beneficating the IO if the market does not want it and that seems to be the message coming out of AGO, perhaps they will invest the money and concentrate on Duck Creek for some DSO.
All just speculation on my part.
cheers
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