Luck you!! What an awesome issue to have to resolve... both winners...
For what it is worth, my advise us to review what the "external factors" will be and the impact to COB or ARL eg: which one is less exposed to debt going forward given that banks and lenders are on shaky ground...Also look at how many shares are on issue .... Who is funding ARL? And typically the laterites need $1 billion for capex ARL, as opposed to the sulphites like COB $500k Good luck...My gut says stay with COB.
Luck you!! What an awesome issue to have to resolve... both...
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