Agree with wabbit, I don’t think CR is on the table but based on the recent appointments I’d say scaling up may be on the agenda. There are some heavy and well connected hitters here now.
Pity we didn’t see any financials - this may have tapered the drill news. The announcements here are pretty standard for these sorts of operations and common for the region from my understanding. Obviously a number of learnings are to be taken from this that I
am sure the FDM team will be doing eg. Sequencing and timing.
There is no way this report justifies the SP correction seen here today, it would not surprise me to see some very happy accumulators snapping up some of this irrational selling. The long term future of this operation IMO is still very sound.
