Solid analysis @wombat777, well done on your GOR call, starting to pay off nicely for you.
On another note, Iam looking forward to meeting and hearing from James at the Noosa mining conference. Whilst I understand ADN doesn't have an official booth / presentation time (due to the long wait list to get on the program), they will be there representing the company + engaging with the brokers / fund managers / SMSF retirees via informal meetings.
https://www.noosaminingconference.com.au/program-1
For those that have the ability to be there, it's well worth making the effort to get up to Noosa for the event (like you need an excuse).
General comments/chat, page-429
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