Good research, benchmark -interesting!
What can one say beyond......sentiment?
Sandfire is relatively new and has been, as you point out, on everybody's lips. It achieved sudden fame with its discovery.
TTR has been there for a long time, had its moment of glory with RAV8, and then faded into obscurity after some management blunders, where it remained. Philips River has been there for a long time, but regarded by most as very marginal and iffy. It is only the current management that started bringing a bit of credibility back into it.
Roboshan could tell the story a lot better and in more detail.
After lots of drilling & metallurgical testing, it is now destined to come back to life in 2011.
if our Railway anomally pans out, who knows where TTR might get to? It would still enter production in 2011, but with a much brighter future and longer mine life.
Just so much hangs on Railway.
GZ
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