I agree that NCM need to really ramp up supply f suitable ore to keep Telfer economic, and soon, so they ought to speed up getting serious ore out of Havieron - the GGP MD has talked about 3-400k oz pa of gold in 3 years from Havieron, but at 3Mtpa of ore, as you say Telfer needs more. Extend the Havieron DFS to speed up bigger production, and back AZY so that ore from Minyari etc can get there quicker. It seems logical and sensible.
Telfer the Elephant in the Room, page-22
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