Good points, but the mine plan should be largely defined, the equipment won't be turning up on site for a while, and as soon as the ML is granted the mining engineers will be busy ...that leaves the geologists and drillers cooling their heels.
I think the geo drilling part will continue at wilgar, not the SW anomoly. Wilgar will be a sideshow, probably deserving of full time dedication if Las Minerale didn't exist, but the resource proving data collection can continue in slower time getting ready for more concerted effort post plant commissioning.
I just can't see Wilgar sitting there for the next 18 months as the skill sets from herein out will be different at Las Minerales (or at least less time demanding on the geo drillers) and Wilgar is simply too juicy just to ignore. Definitely will need some occasional ann of good news.
We are in a better position for less down ramping during the build up to mining, but without the occasional news from Wilgar the price will drift down.
CDU Price at posting:
$3.22 Sentiment: Buy Disclosure: Held
