Von,
Expecting that DD would be successful.
Expecting Reserves to be small but in excess of 20 million tonnes needed for 10 years at 2 Mt/a.
Not expecting CR/Placement to be so small. That would be extremely positive.
Buying today but not decided yet whether to go 3.2 and wait for panic selling, or just go to 3.5.
Update, page-2
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