NCM still keeping sentiment down but that might be a climatic end to bad news lately and ABU doesn't have any of the problems of high capex, high acquisition costs (Lihir to write down etc) and ABU on the very low end of both capex and opex.
Darren almost puts you off with the way he outlines all the risks for the sector but it seems to me that he does this because of his confidence in OP.
Every time I talk to him, that confidence is always there.
sydney mining club presentation, page-14
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