new presentation, page-18

I think Bills got a new problem. He likes to under promise and over-deliver but when the shareholders look at his new resources 100ktpa will look like peanuts - especially with the cash we have in the bank and ongoing cashflow. The previous small"" plans are going to have to be revised - and quick-smart as we are going to show up on the radar of some very big fish. The weatherbeaten shareholders are going to want a big carrot to not consider a takeover offer. If we see peace in November, step change in output thinking (plus a little divvy) my previous price predictions could look very inadequate.
While I'm writing I have a confession - sold 50k last week to buy ZFX (@ $10.70) - looked at the PE of both companies and where zincs going - tough call but still holding many more AVM.
Stu