RWD 4.76% 8.0¢ reward minerals ltd

If all the aus hopefuls got up Then Australia would increase...

  1. 329 Posts.
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    If all the aus hopefuls got up
    Then Australia would increase word supply
    By over 25%
    And 20 times what Australia uses

    Margin will be well back on today’s if this was the case

    This is why first mover advantage is so important
    And also why RWDs failure to capitalize on their 10 year head start is so horrific

    The operations with large capex won’t get of the ground if a competitor is already in operation
    The banks will be reluctant to lend the money in fear of a collapsed price
    IMO RWD and AMN capex will be closer
    To 500 000 0000
    They need to start at 400 Ktpa to make the spreadsheet work
    In AMNs case they don’t have grade on their side

    They could go through KLL or RWDs waste and be at the same starting grade of their deposit
    So I think the numbers they supply are very light on
 
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