HT1,
TTY I dont like...far too small resource base imo and MK has some serious issues...what is TTY going to do with MON...????
Most of the other IO plays are 2009------> 2012+ production
Can only think of GBG,GIR,GRR
As to potentials AGO, BCI, BRM, PLV, WPG but these are way in the distance as far as production is concerned.
As to PAN (SMY) (I have MPW research on MCR, MRE, PAN & WSA if u like to look at them HT), gives FY EPS as 69c, but you are only getting 13Mt of Ni, and would cost OZL approx $1.1B to take out at 30% prem to last nights close.
So with MCR you getting more Ni and its cheaper!!!
Cheers
Muzz
OXR
oxiana limited
