i like you confidence,
admittedly i was looking for an exit if the SP nudged into the high 4's, only because of past problems that TAM have had, however after watching the above i am rethinking for the long term, thats the first time i've seen Sloan talk and even though it was on a computer screen I think the bloke is switched on. It seems my thoughts that Waddell was, well to nice, questionable, have been true and the change that TAM has seen has truly come about due to the change at the top with Sloan taking the reins.
couple that with the facts they are now seeing stacked high grade and thicker veins and the comment that there is a seemingly large pool of cash in the way of Allied's backing then they can really take this places.
I was always sceptical as they only have a 250k tonne plant and considered it rather small given many others cater for a million tonnes but whe you see TAM has some tonnage containing 30oz and grades that boggle the mind well they could potentially pump out 150k ounces+ through this plant easily, something i nver considered possible up there previously with the narrow vein.
suffice to say i'm not gettin ahead of myself but he seems to be ticking the boxes.
fingers crossed
Davo
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