I agree with DEFplayer in that its more than pon driving MCR, years of ignorance around DM's strategy regarding exploration/reserve increases vs controlled capex/opex saw people qstn minelife etc.
DM's company mgt, strategic asset mgt, resource growth potential is now all coming to the fore as is pon.......my only qstn mark is actually my concern that the pon is rising too rapidly and theres obviously speculation driving it
