RE: Update on scally5 Nov 2020 11:37
My opinion is at this time Newcrest and Greatland need each other and so another JV likely. With Havieron producing ~10Mtpa from blockcaving and Telfer capacity being ~24Mtpa it makes sense. If Scallywag hits anywhere like Havieron how are they going to transport that amount of ore to Rio or another processing plant to maintain the AISC.