Marque,
the ARU story is well addressed over here in Germany. We had 2-3 recos recently in share magazines. Probably some overhang in Australia in the market. We should be fine in a few days with news from Nolans Bore on the resource update and - much more important - the green flag on the separation process. This is the next risk to eliminate on the road to the BFS. Biggest risk then a take out.
Lenni
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