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Ann: Quarterly Report - June 2010 , page-12

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  1. 6,757 Posts.
    I think they're on the right track as far as Roseby is concerned though perhaps ought to speed it up a bit and focus on extensions and greenfield exploration rather than infill. They need to get the market to see its value before the Xstrata earn-in deadline so they can get a good price. Comparisons with the likes of RXM ought to help.

    As I said no point in second guessing the DFS at this late stage but I have my doubts about Finland. Placing it back on ice (literally) until they find a smelting solution isn't a bad option (better than mining and stockpiling imo - this carries real risks if Cu prices fall).
 
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