But I just don't get the current sentiment here - after years and years, the project is on the home straight now! Shipping has started! Production is ramping up!
I think the drop in IO has been a postive. How many projects, mine expansions, port expansions have been canned as a result? Great IMO - less supply to be fed to the market in the mid term, should stablise prices at a sustainable level.
As for broker reports, what a load of crap they are. Don't even bother reading them anymore...
Sure there is still alot of ramp-up risk, but at 24c, this is a screaming bargain of a punt IMO. Massive upside potential...
Keep it coming Shorters, I will keep accumulating.
GBG Price at posting:
24.0¢ Sentiment: None Disclosure: Held
