This thread like I explained, is about valuations in the Paterson based on the recent refusal of Newcrest to acquire an additional 5% of Havieron.
I really can't think of many other scenarios that is significant to AZY. GGP are in an arrangement to process their Havieron deposit through a JV with NCM, to extend Telfer's mine life.
I'm sure Alexander if you've watched every AZY interview with SP & RM, they always say "the hungry Telfer plant is rapidly running out of ore". So is this not a situation we have in common with GGP? We can't make fair, logical comparisons or assessments, or valuations with our neighbours GGP?
Newcrest Declining An Additional 5% Of Havieron, page-19
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