perspective of anomaly a grades, page-2

agree tibbs

Congrats to all ext holders, i folded mine some time ago into BMN,

All that matters, is that BMN, replicate the journey of EXT and from my POV its only cost me time.

You take your luggage off one rocket and onto another, the diff between both going to orbit is time.

What EXT has demonstrated, it the very real intrinsic value, that a company like rio, sees in the resource.

So to BMN, its early, but their realestate says that a target of 300ml lbs is acheivable.

Their focus, rightly so, is to get Anom A to BFS, and then the buyers will continue to re-inflate BMN.

EXT 1000 mc,
BMN 140 mc, at 90c.

But BMN, is not under t/o positioning, yet.
But EXT clearly shows, what path BMN, and what price must be paid.

If ever there was a case to be argued, that an industry doesnt give a toss about the bear market it is the case of EXT.

And the argument to peers to BMN, is as plain as day.

Comeco want to spend 1-2 billion to make an aquasition.

BMN will have a larger resorce than EXT, the value is for comeco to pick bmn up before they start to extend the resource into the other deposits.

I think BMN path will be to BFS on anom A, and then just keep increasing the resource, to feed into the lifeline of the plant.

So its all about BMN being able to, proceed on its own steam to get Anom A into production.

The question is, will comeco ever let that happen, and we all know the price they need to pay up.

In fact, the EXT run, has been a total blessing for BMN, it sets the benchmark for what BMN would accept as fair and reasonable.

I've always said, to bmn, the real value, is to be appreciated on t/o considerations.

cheers