If the zinc goes ahead, I think it's basically a starter project with the new dealmaker and an opening of the door into that part of the US.
Have said it a few times but the shell game isn't what it was and real projects (with at least some COS) need to acquired now to see any sort of re-rate.
Price is pretty much irrelevant until the action starts and we see some volumes traded. We're close enough to cash backing down here and shouldn't need to raise for initial exploration on the zinc or whatever else comes in. Happy to see things play out, one way or another.
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If the zinc goes ahead, I think it's basically a starter project...
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