captn,
I'm getting the feeling management are softening AAG up for some M&A activity.
VML stake sold, Amaroo phosphate farmout, all in the space of a week, and full concentration on the CMGP.
Maybe some consolidation, with the owner of a mill, isn't too far from the mark.
Would certainly remove the production capex issue from the equation...
Cheers
bonza prospects shame about the marketing, page-2
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