A few quick points;
Notice miners are starting to team up to reduce risk? Who are AVB's neighbours?
Is it there? That's what infill and grade control drilling confirm and control, find another worry.
Execution risk? Minimal, simple plant, clean ore, traditional processing technologies and turn key contracts on much. Ahead of schedule and saved money. What risk?
Awoonga, OZL? I think you should sell AVB and Buy OZL, not! There is substantial execution risk around OZL as they have to proof a new technique to get Uranium out of their ore before they can sell the concentrate...now that IS dirty ore. Good grades, good company and maybe they'll do it but I'm far happier with AVB and the Carajas.
Have a good weekend all
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