Hi Oz, yes it is the same as the page that was taken down last year - found it on about page 10 of the google search results (where most of the interesting bits hide). The rest of the site is locked up behind passwords
I think the early ordering of long lead time items was to be expected but it is nice all the same to see it progressing quietly as we wait. The decision is almost inevitable - just a question of what shape it takes. I saw the reference in the quarterly to an Early Production System. It sounds a little reminiscent of the Tindalo strategy (trading off reduced capex for increased opex) - hopefully with a better outcome this time.
I agree that WLA is unlikely to be behind the spike - the WLA project has been talked about long enough that there should be no surprises here. I would be picking some developments on the new ground front. Either that or we're just seeing some random movement of the herd with or without the encouragement of yoda's social media campaign.
NDO Price at posting:
4.2¢ Sentiment: Hold Disclosure: Held
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