Ultimately it’s about fundamentals, namely cost of production. Being a large scale low cost producer is the sweet spot with basic commodities. The attractiveness or what attracted me to the company was the scale and expectedrojected bottom quartile costs.., Something of a question mark over capital and production costs given what SO4 and KLL have revealed to date. Potentially the RWD project still looks the most attractive of the current WA developments. Progress to production is the missing element and starting to feel a bit like a mini DNK.
Hang in there is my sentiment but don’t rely on this to pay for your cornflakes tomorrow.
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Ultimately it’s about fundamentals, namely cost of production....
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