Interested to find out whether MCR is having a chat to TIR about a jv or T/O. Seem to be some synergies in exploration permits and potential benefits for production. May negotiate TIR's 50% of Munda for CSM's TIR holding. If so, a complicated three-way negotiation. If CSM had sealed TIR, thought they may have a look at MCR.
Critical to a re-rating of MCR is extending reserves beyond a rolling approx 5 year period.
My views only - do your own research.
Interested to find out whether MCR is having a chat to TIR about...
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