re: new year rally freakme CRC will need IGR's mill to treat their dirt and will stay undervalued until they have a process path. 1 Mt too small for their own plant. So would be surprised if they are not talking to IGR already.
IGR need minelife via extra reserves at Randalls, but they would also love to increase thruput via toll toll treatment and get unit costs down. So would be surprised if IGR are not talking to CRC already...!
IGR hold the whip hand...
ac
new year rally, page-7
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