market cap, shareprice etc, page-49

jt, murray

Just my thoughts, RMS are a more likely suitor than SLR

SLR look happy to go solo with their 100k ozpa Murchison operation. Plenty of ore sources are appearing, as exploration has been highly successful. SLR are finding ounces at a cost of less than $10 oz!

With RMS, existing Mt Magnet wouldn't be highly profitable on its own, and they would be looking for higher grade ore feed, which brings AAG right into calculations. I don't think RMS have time on their side to wait for exploration success, before making a final decision on whether to resume production. To pick up AAG for circa $60 EVA/oz would be a steal

Cheers