BON bonaparte diamond mines nl

guys, what about the Arruwurra 2010 DSO upside to BON holders if...

  1. 1,919 Posts.
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    guys, what about the Arruwurra 2010 DSO upside to BON holders if that project goes through... it would be quite huge... waaaay before Sandpiper could get going... as loads of work is still needed to be completed on Sandpiper...

    this tie-up looks good to me... just wish that UCL can get knocked out of the Sandpiper JV, or that they give up closer to 80 or 90% of their share to BON/MAK (?) due to lack of cash...

    cannot see why being in ONE company which holds so much of the worlds phosphate resource could be a bad thing... Mr Gutnick may be tripping out when he sees this... maybe even the moroccans will talk on an even level with Mr Drummond, in regards to containing phosphate prices at a certain level...
 
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