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31/03/18
07:58
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Originally posted by jakers
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Your disclosure is wrong. You hold avz not bgs.
Shouldn't really reply to such a sarcastic bait, but maybe do some research and you will understand the spod market a bit better. Some of the more promising open pit ops include:
TAW PFS 381 USD/t
PSC PFS ~280 USD/t
SYA PFS 327 USD/t
AJM DFS 236 USD/t
BGS pre pfs <300 USD/t
AJM and TAW both funded. PSC and AJM in takeover discussions.
Better go and tell SYA it's all over matey. Do you honestly think TAW will fall over because of their relatively high cash cost?
We are talking lowest of the low when we compare our project to pls and kdr. PLS' production is virtually already taken, so hard to imagine one or two new mines pushing out everyone else. Too much demand.
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We've been over this joker
Li holds in value order:
AJM, PLS, AVZ, ADV, BGS, EMH.
Some have done well, a couple I'd take back. Li certainly no longer what I'm about as you know.