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Wow you're rehashing what I said. Except with the facts at we...

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J89

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25/10/16

08:45

Post #: 20092388
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Originally posted by Charterrierist ↑

I don't mind people voicing their opinions as long as they are doing their proper research.

The tonnage alone does not speak for anything. For example, AJM may have a higher tonnage but due to a lower grade (just a tack over 1%) they may have less Lithia content than say another company with 15MT at 1.7%. Similarly, EMH has a massive tonnage but at 0.5% AG.

In addition, when u wanna address who will possibly make it to production, it is vital to consider CAPEX and OPEX. This is KEY - not whether u have a 300MT deposit or not. As long as your deposit is commercially viable, who cares whether you have a 30LOM or 150LOM. Commodity cycles change and it's better to make it to market fast. BGS will be one of the lowest cost producers in the world due to locality.

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Wow you're rehashing what I said. Except with the facts at we have both agreed on, I concluded that BGS MAY fall behind.
Time will tell I guess
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