I've done some digging: First up on the MRE for Never Never -...

I've done some digging:

First up on the MRE for Never Never - "The initial Mineral Resource Estimate (“MRE”) of 79,600 ounces for Never Never was released on 8September 2022." page 2 of ASX announcement of 12 October 2022. Close enough to 90k oz I suppose.

Re Simon Lawson describing the Dalgaranga mill as a liability. The context is that when SL came on as Gascoyne MD in November 2021 he identified his main job as finding enough feedstock for the mill, both in quality and quantity. In a couple of presentations he commented that having such a big capacity mill as Dalgaranga, at 2.5mtpa, meant that the focus had to be on chasing ore to process. I had bought into Gascoyne earlier in 2021 particularly because it was a stressed stock but with a near new low cost large mill (from mid 2021 a number of companies attempting to build new mills had hit a cost brick wall so I thought Gascoyne had a competitive advantage). So I was taken back when SL started describing what I thought was Gascoyne's best feature, its big new mill, as being a liability. You could argue he was merely taking some poetic license but all the same he did say it.

From memory SL referred to the mill as being a liability a couple of times. Here is one example, from the 34:20 minute mark of a presentation he gave on 17 February 2022.

https://www.you tube.com/watch?v=2J7PaC9vCC0 (remove the space between "you" and "tube")