RE: BC presentation11 Nov 2018 18:48
One thing is very clear watching all these presentation is that BC and other gang still consider Cascable not economical. They also believe the High core is not massive to pay for the Initial capex cost.
I have faith in BHP and NC judgement, these companies wouldn't have paid near to 100 Mills just on speculation. BHP has been rounding us since 2016.
Finally they got a piece in pie in 2018. I am looking at the Price drivers pre and post MRE -
In no particular order -
1. High core growth
2. MRE publish with more tonnage than Mkt expectations
3. License drill for any of the 10 targets
4. Takeover.
We have got many things to look forward.