Macro viewpoint one big mine is the best way. PGM With a low...

Macro viewpoint one big mine is the best way. PGM With a low market cap and somewhat disillusioned investor base might be amenable.

My impression is that AUZ would not go along easily. They have too much ambition and have a shot of competitive macho about CLQ; they will fight like crazy to have Flemington to deliver a lot of value as an independent. The danger is that they lose control of the company or get too ambitious. The impression created is that they could make some sacrifices at Sconi to generate the coin needed to do Flemington. Opinion only.