I think BHP is commited to Jansen but LD is now of the size that they would seriously be interested in at least holding the asset. Rio and FMG as well. K + S will definitely be interested as production from LD would give them growth into Asia as well as potentially replacing some of their higher cost Mannheim production. Plenty more on the list I would suspect.
Some additional positives from the report besides the lift in tonnes...1. the average grade has increased significantly most likely due to the higher porosity cut off and 2. the higher cutoff means the resource is now averaging only 63m in depth. both of these factors will further reduce opex and capex.
not sure who was selling yesterday but i think Oz is right in that they were taking the bid all day so obviously need the funds elsewhere and taking this opportunty to liquidate. their holdings are limited though so we should see pressure to the upside from here imo.
- Forums
- ASX - By Stock
- RWD
- Where to from here
Where to from here, page-3
-
- There are more pages in this discussion • 23 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add RWD (ASX) to my watchlist
|
|||||
Last
4.0¢ |
Change
0.000(0.00%) |
Mkt cap ! $9.114M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 27298 | 3.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.0¢ | 7500 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 27298 | 0.039 |
1 | 200000 | 0.037 |
1 | 40000 | 0.035 |
1 | 100000 | 0.029 |
1 | 50000 | 0.020 |
Price($) | Vol. | No. |
---|---|---|
0.050 | 7500 | 1 |
0.061 | 10000 | 1 |
0.077 | 132000 | 1 |
0.130 | 27227 | 1 |
0.000 | 0 | 0 |
Last trade - 16.12pm 02/09/2024 (20 minute delay) ? |
Featured News
RWD (ASX) Chart |
Day chart unavailable