Chawkey - you are spot on mate. When you get to a world class resource, first mover new region mover, infrastructure owner status it really comes down to one thing. Quality Management. George and Guilio are world class (GJ won resource exec of the year) and GC is from Sinosteel. The question we should ask ourselves is whether we have the talent to take this all the way. That is it. The resource is there in buckets (I think we will be upgraded here over the years significantly). For those who say this in not another FMG, well let's just see. Ken Talbot was not backing a tinpot op.
This is more than just a "play". This is the start of a very real dream that some very clever and courageous people sacrificed much for. GJ came back from ill health to not only save this company but to drive his/team dream on. I respect his and the teams efforts and I believe that they will achieve great things for us and their friends and family.
It is now time.
SDL Price at posting:
51.5¢ Sentiment: LT Buy Disclosure: Held