The strength without doubt is having a left and right Bauer.
So many companies don't have it.
Now you could argue that sconi is the left Bauer, and that the term sheet with SKI is the right Bauer.
But I think it's changed now.
Auz can demonstrate a supply channel of ni and co for years.
They have 3 tenements that can and will be pulled on stream as funds / market / demand requires.
They don't have one resource.
The term sheet moves the total Auz resource availability to left Bauer.
SKI can stay as right Bauer as that's going to give a load of leverage to getting Flemington going.
Sconi becomes the Ace of clubs.
SWOT Analysis, page-29
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