josimar - your argument holds up right to the bit that states "CSIRO have stated Exergen's CHTD is the best at achieveing this".
Unfortunately that bit has nothing to do with commercial reality, and that's the problem. Best? Quite possibly. Most commercially viable? Very debatable. At that point the logic stops, and the dot joining takes over !
Mt Mulligan was just an example of how MNM's brilliant management can be blindsided, and I'm hoping nothing like that happens again.
The huge gap between bid and sell at the moment doesn't inspire confidence. The recent SP rises make me think of something very heavy being pushed slowly uphill by a small number of people, while everyone else stands on the sidelines cheering them on. Go team !
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