Kalenn asked: "AC, that's more than once in a day I agree with your thoughts.
You going to buy if it stays below 8c?
"
Kalenn...are you sitting down......
"maybe"
In this environment (resources at rock bottom, resource companies unable to advance projects etc) AVB now have all the money they need to do what they want to do.
I still have mixed views about PB but that is a
long way into the future......for the next few years the focus is going to be on Antas, and AVB have everything they need to move that forward. Mainly speaking - the $$$s
I like that AVB thumbed its nose at BV and lined up some alternatives/options (well, thats how I am reading it)...and were able to stitch up a deal with BR Appian etc in less than a month (april).
I've done okay from being out of the market in the last 2 years (apart from the free carried stock I retained in those 2 dogs lol ), particularly the spec end, so I am thinking of having a punt ($15k to $2ok worth)!
Now - how does
that grab you?!
Wait til Phil gets back from China!!!
