good picks there grant.agree.still a long road for approvals, so...

good picks there grant.

agree.

still a long road for approvals, so expect a rally, and bear retracement.

Should be some good trading opps.

Would expect big money to follow those closest to production, and with jorcs sufficient to standalone, and also infrastructure etc.

PDN, TOE, are my top two pics, who have african assets, just in case there are stumbling blocks. We could see these re-rate on the WA story, but if there are problems later, they at least have their african stories to hit the market with more positive spin to sustain their movements.

All good.