October Charts !, page-524

That sums up most of it. As an extension of your third point, fear has completely evaporated due to project being almost completely de-risked. For me, the Great Wall announcement was the icing on the cake for the project and the SP has risen accordingly.

IMO, the important things over the next few months are:

Making sure that shareholders are updated regularly on progress - it doesn't need to be every single item but obviously the more important ones.

Commissioning is on time, but not necessarily on budget. The expected future EBITDA's would cover any cost overruns, so I think we should spend the extra IF it is required. But once time passes it's lost forever and the market seems to hate any delay no matter how small.

Sufficient progress on 5mt DFS and very good results from Mt Francisco - I'm not sure if this means we'll go more than 5mt. (This is probably a no-brainer).

Another offtake with a big player for a large amount of product, although this is probably a "nice to have".

I reckon we will get most (if not all) of the above, so the next few months are going to be real fun

Cheers, TCS