Honestly, this feels like a takeover strategy in my opinion. For every Mike Smith and his Super Regional Strategy for ANZ, there are literally hundreds of execution people trying to figure out what that means and how to make it work - a marriage of vision and execution.
In the absence of execution, you're left with vision. And that's fine, but it's not sustainable. So, as a minor junior miner you deliver your shareholder value through either exponential growth from a low base or creating an attractive target for someone who can execute.
So, I expect value through a takeover by an entity who will add it to their portfolio one day. Hopefully, for a premium...
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