On the Sept 20th last year I spoke to Tony for close on an hour.
A most accomodating person with his time.
We not only talked KRC as it was called then but general topics as I once lived in Perth and are of a simlar vintage..give or take a few years.
All of our KRC related conversations have come true.
The only one that differed was the capex.
The figure mentioned was 1.5.
If it is an ASX 'obligation' to release an over inflated estimate, then when realistic figures come in closer to 1.5 than 2.5 it will be game on.
If our 3 main resources more than meet our expectations, a capex of 2.5 wouldn't be a concern....Tim
SP Trading Views, page-24
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