RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Sell on news ?sent follow up to Sandy -w/Paul on cc:
Hi Sandy
Have you had a chance to review?
I note Mo is $33 but in my file I used $21….
So it seems Moly is actually a BIGGER contributor to revenue during the 1st 27 years of mine (aka FS) than Gold…by about $3B.
Even Moly at $26 appears to be an equal revenue generator as Gold at $1900.
So, I’d really like to understand why this just seems to be brushed aside as a second thought and what we can do to improve upon that?
I’m pretty sure investors (like myself) don’t fully appreciate this and the very large impact Mo can have on NPV….especially since it’s not even anything you can glean out of our corporate presentation.
Appreciate any feedback you have on this.