No doubt MK played his hand for csm to early however I think he was forced to make that decision by factors not attributable to him. There is alot of upside in the francis creek area and beyond (don't rule out the OMH area of your last post) once the market stops focussing on the dual of the heavies and looks at the revenues that will be achieved from shipping, the sp on that basis looks very cheap.
ouch, page-11
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