RE: Processing Capacity & future production potential5 Feb 2025 13:22
I will not "go there" on your numbers classact put simply because I am not a "numbers" man. Will leave that to you and others as I have done over the last 4 years of posting.
What I will pick up on is:
"the thing that really stands out is how massive the 20mtpa Telfer processing capacity is. It creates massive potential upside vs our competitors and is hugely valuable IMO."
I would not have bought this share (2019) if it was not for the existence of Telfer and held my nerve when a spanner in the works called Newmont came along.
I have always leaned towards "people" in the scheme of things and decided to run with SD in his quest to take Telfer (and buy back HAV).
For the record I suggested early days (negotiating 5%) that we put in an offer for Telfer/Hav and the wording I used was "then watch Biswass ride over the sunset". I even gave a figure of $750mil oz. Many undervalued Telfer and still do.
Such was my belief that there was a limited future for HAV without Telfer.