I was in the accumulation phase recently and thought to quietly add when possible. The mini capricorn idea appeals and I know that both Hedley from LSX and Locantro have strong conviction on where this is going. However, have to admit @Sarg that after reading the latest ann and the timelines, I did think about dropping some STN and moving funds into something more near term. Quite a bit of M&A happening at present, and it's a great time to be getting into the goldies.
On a personal level, I feel that it will be a slow move upwards in sp, with my next target somewhere around 35 by end of year. I hope I am wrong and we are north of that, but I just don't see the interest as yet.
Looking at the step out slide, I have to agree that this could add some serious results if they prove up more resources there. (highly likely imho)
Hard to hold at times when watching some of the other interesting plays, but it's a good test of patience.
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