I hear your theory , but think of SLR , if it had not used script to get Doray , it would be a cot case as Doray had Deflector , which if I am not mistaken is carrying SLR now .
I do not know when RMS.s penny mine is mined out by ,but lets say at that stage , the POG goes in backwardation and the spot price is also falling and RMSs is running a low margin operation , from its other mines , what is going to keep the lights on if it does not have at least one high margin operation like ................... ...............dalgaranga .
If you look at the majors they normally have at least one high margin operation per specific mineral , with other low margin operations ; that high margin operation is a form of survival insurance , better than hedging at a high price , which you still have to contract fulfill with forward sales - Sons of Guala anyone ?
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