Read between the lines here.GBG - hovers around 55c - quality...

Read between the lines here.

GBG - hovers around 55c - quality resource and infrastructure, moving into solid production and way ahead of JHEP output.

MMX - with all it's guts ripped out and rats and mice production hovers around late 20c's.

GBG & GJ & Chinese would love a watered down OPR so they can fast-track shipping at the port compared to other majors including JHEP. If it happens you watch Weld spring into action with all the funds and development.

Infra-structure is simple.

Build small now, save money short term and yet pay more later. The ones that want it are short-term winners and thinkers. Self short term serving. Works well for Govt too as won;t be their problem later.

Build big now, costs are huge and yet long term, you save a lot more and caters for more producers. The ones that want it are long-term winners and thinkers.

No surprise here and expected. I hold GBG.