The OPEX slide has gone as we thought it might.
A different slant on OPEX I would say. Suggests that there is room for improvement (which we have predicted from the fall in fuel price).
Get the impression that this presentation is in part to separate MAK from the other Aussie hopefuls and hence playing on the infrastructure advantage. I guess POZ and Legend may also be after some N American capital.
Should get JORC upgrade very soon.
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