We upgrade to BUY (prior HOLD) following share price falls, Full Notice to Proceed on Thunderbird, and a positive FID on West Musgrave by OZ Minerals (OZL). We believe these two projects will provide GNG with an enviable level of revenue visibility to the middle of the decade, the extent and timing of which will be better understood when formal contracts are awarded by OZL at West Musgrave.
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