An emerging powerhouse and a niche mid tier aren't mutually exclusive. A 46mta producer (one day would indeed rank us as a powerhouse and a large mid-tier. In the next 12-18 months we are a medium size mid tier. 12mta is not insignificant.
Horizon 2 is what will make AGO into a $10+ stock in the future when all the stars are lined up for the next great bull run.
It may be that a rail deal with FMG will provide ample flexibility for AGO to devise a timetable to develop horizon 2 such that the South West Creek allocations can be utilized by FMG prior to us being ready.
The WA government has said nothing of the sort that this can't be done.
In any case it is pretty clear a deal has been struck between twiggs and Dave. The devil is in the details.
market day, page-13
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